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79. East Coast AI Leaders, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation
October 24, 2024
John Furrier and Dave Vellante were at NYSE for the UiPath event, discussing recent activities, including an AI leaders' event and production setup for shows like Mad Money. Pete Tuchman shared insights about trading and strict rules at NYSE. They talked about the tech scene, AI in sports, data challenges, and new cloud models. They touched on ARM-qualcomm licensing and Ingram Micro going public. NASDAQ's volatility was compared to NYSE's pricing based on supply and demand. IBM showed strong software performance but weaker consulting results. ServiceNow's gro... Read more
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