The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
The Exchange
00:00
The Titans of Media Are Back in Sun Valley, Idaho, to Talk AI to Economic Headwinds
Recursion uses generative AI to sift through all of these massive, massive data sets. Nvidia also has a new bio-nemo cloud service that they plan to license to their own customers. Disney is in the midst of a difficult period with Parks traffic slowing and an ESPN Hulu breakup underway. Plus one top analyst warning on Disney why he thinks the magic kingdom is headed for a difficult period.
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