
The episode discusses market trends, investment opportunities, and insights from various financial experts.
Binky Chadha, Chief Global Strategist at Deutsche Bank, discusses the ongoing rotation beneath the surface of the rally and where investors should look for opportunity next. Oracle takes center stage as Brent Thill of Jefferies reacts to the company's results and what they signal for enterprise software and AI spending. Paul Abrahimzadeh of 1789 Capital discusses his early investment in SpaceX and explains why he passed on OpenAI and Anthropic. Trader Guy Adami joins to discuss Oracle, metals and the broader commodity backdrop. Then, our Alex Sherman reporting live from Madison Square Garden on a banner year for the NBA, team valuations and the outlook for MSG stock before a final look ahead at the next catalysts for markets.
Guests: Binky Chadha, Brent Thill, Paul Abrahimzadeh, Guy Adami, Alex Sherman
Organizations: Deutsche Bank, Jefferies, 1789 Capital, NBA, MSG
Places: Madison Square Garden
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