Stocks Rally After Fed Meeting

Dan Nathan, Guy Adami, and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, March 20th.

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Today’s Okay, Computer. is Presented by RBC and Current

Gene Munster: Nvidia Stock Could Fall 10-15%, Buy THIS AI Stock Instead

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia, why we could see a 10-15% pullback in the stock, a potential Apple/Alphabet AI deal, whether Apple could/would buy Perplexity.io, Google’s Gemini AI, and how a TikTok ban could impact Meta & Snap.

Topic Timecodes:
Intro (0:00); Nvidia (1:50); Apple x Google AI Collab? (17:35); TikTok Woes (30:55)

WHAT WE’RE READING

• Dow Rallies 400 Points to Record After Fed Reiterates Rate Cut Guidance (CNBC)

• Fed Pencils In Three Rate Cuts in 2024, Shallower Path Ahead (Bloomberg)

• S&P 500 Tops 5,200 as Yields Fall on Fed-Cut Bets (Bloomberg)

• Jurrien Timmer Thread on Valuations (Twitter)

• Bitcoin reverses higher after Fed meeting, reclaiming $65,000 (CNBC)

• Reddit Power Users Balk at Chance to Participate in IPO as Wall Street Debut Nears (CNBC)

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