RiskReversal Recap: March 21, 2024

Tech Stocks Party Like it’s Y2K

Today’s MRKT Call is Presented by FactSet

Tech Stocks Party Like it's Y2K!

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, March 21st

Click here to access the charts mentioned in today’s MRKT Call.

Apple(AAPL) 12-YR Log Chart

Micron (MU) 25-YR Log Chart

FactSet’s Earnings Insight

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Today’s On The Tape is Presented by CME Group, iConnections and SoFi

No Fear of Bear Markets For @TheCompoundNews Bros

Dan Nathan is joined by Josh Brown and Michael Batnick of Ritholtz Wealth Management. You might know them better from Josh’s regular appearances on CNBC and their podcast The Compound and Friends. On today’s special pod drop, the guys are talking about the anticipation of Fed rate cuts, the state of consumer credit, Why U.S. Stocks So Expensive, investors using their 401k as a savings vehicle, Dan’s concerns around Nvidia and the AI bubble and creating financial focused content.

WHAT WE’RE READING

  • Reddit Pops as Much as 70% in NYSE Debut After Selling Shares at Top of Range (CNBC)

  • Stocks Rise on Wall Street’s ‘Soft Landing’ Hopes (Bloomberg)

  • Apple Loses $115 Billion in Market Value as Regulators Close In (Bloomberg)

  • The Fed’s Conundrum: Interest Rates Are Both Too High—and Too Low (WSJ)

  • Broadcom’s AI Event Has Wall Street Excited. The Chip Stock Gets an Upgrade. (Barron’s)

  • Stock Markets Are Not in a 1990s Redux (FT)

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