Today’s MRKT Call is Presented by SoFi

Sectors to Buy As Inflation Cools | $SPY $TLT $XLV $XLP $XLU

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 15th.

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

Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy

Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (27:30).

After the break, we bring you a conversation Dan had with Gokul Rajaram and Michael Gilroy at RBC Capital’s Technology Private Company Conference (35:00).

WHAT WE’RE READING

• S&P 500 Tops 5,300 in Record-Breaking Stock Rally (Bloomberg)

• Treasury yields drop after cool monthly consumer inflation data (CNBC)

• Inflation Eases as Core Prices Post Smallest Increase Since 2021 (WSJ)

• ‘Big Short’ investor Michael Burry piles into physical gold fund, making it his biggest bet (CNBC)

• Walmart’s Reign as America’s Biggest Retailer Is Under Threat (WSJ)

• GameStop, AMC tumble more than 20% as meme stock rally fizzles after just two days (CNBC)

• Netflix Nears Deal for NFL Games, Extending Push Into Sports (Bloomberg)

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