Reported 5 months ago
In the article, the hosts discuss the latest trends and stories impacting the market, including Nvidia's earnings and stock split announcement, the housing market outlook showing a decline in April home sales, and the regulatory pressure on Buy Now, Pay Later (BNPL) stocks. The article also covers upgrades and downgrades for companies like Shopify, Hims & Hers Health, and the impact of a new rule proposed by the Consumer Financial Protection Bureau on BNPL lenders. The hosts also analyze market movements, sector performance, and the implications of Microsoft's new AIPCs on the enterprise and consumer sectors. The article includes insights from experts highlighting the potential benefits of AIPCs for generative AI, cybersecurity, and the software industry, as well as discussions on companies like Apple, Zoom, Salesforce, and more in relation to AI innovations and market positioning.
Source: YAHOO