41. Year End Review, 2024 Predictions & Stocks to Watch
On this edition of theCUBE Pod, John Furrier and Dave Vellante wrap up 2023 and give their predictions for 2024. They discuss a range of subjects, including market deals, mergers and acquisitions, AI funding and the performance of tech stocks, particularly in comparison to the S&P 500.
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John and Dave also mention significant news, such as Apple discontinuing certain products and the rise of deepfake technology affecting the stock market. In addition, they explore emerging trends in data and AI, emphasizing the shift towards intelligent data platforms and the importance of governance in the tech sector.
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Be sure to follow Dave’s weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
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People mentioned in this podcast:
Patrick Thornhill, field marketing manager at Dell Technologies
Sanjeev Mohan, principal at SanjMo
Jonathan Heiliger, general partner at Vertex Ventures US
In Sik (Insik) Rhee, general partner at Vertex Ventures US
Warren Buffet, chairperson of Berkshire Hathaway
Jim Cramer, investment pro and media personality
Hock Tan, president and CEO of Broadcom
Adam Selipsky, CEO of AWS
Wendi Whitmore, SVP of Unit 42 at Palo Alto Networks
Kevin Mandia, CEO of Mandiant, a Google LLC company
Scott Raynovich, founder and CTA of Futuriom, part of Rayno Media
Sam Bankman-Fried, former CEO of FTX
Sarbjeet Johal, founder and CEO of Stackpane
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