49 - Doveish Fed, Reddit IPO, Elevance, CMS Approves GLP-1, Nvidia, Apple, & Microsoft

Join Marcus & Vic as they discuss the FOMC meeting, the Reddit IPO, Elevance acquiring from Kroger, more GLP-1 moves, and a big AI rundown including NVIDIA, Apple, Microsoft, Google and Ray Kurzweil.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

Fed Officials Still See Three Interest-Rate Cuts This Year, Buoying Stocks (WSJ) (https://www.wsj.com/economy/central-b...)

Reddit stock soars in highly anticipated market debut (Yahoo) (https://finance.yahoo.com/news/reddit...)

Wonder, Marc Lore’s Food-Delivery Startup, Raises $700 Million (WSJ) (https://www.wsj.com/business/wonder-m...)

PocketHealth lands $33M to build out its medical image exchange platform (Fierce Healthcare) (https://www.fiercehealthcare.com/fina...)

Elevance Health’s CarelonRx to buy Kroger Specialty Pharmacy (Modern Healthcare) (https://www.modernhealthcare.com/fina...)

Heritage Provider Network courts PE for $7B-plus deal (Axios) (https://www.axios.com/pro/health-tech...)

Medicare Opens Door for Covering Obesity Drugs (WSJ) (https://www.wsj.com/health/pharma/med...)

The house-passed bill instructs CBO to take longer view when grading preventive health laws (Fierce Healthcare) (https://www.fiercehealthcare.com/regu...)

Nvidia Plans to Price Newest AI Chips to Appeal to Wide Group of Users (WSJ) (https://www.wsj.com/tech/ai/nvidia-in...)

Apple Looks to External Partners to Boost AI Efforts (WSJ) (https://www.wsj.com/tech/ai/apple-loo...)

Microsoft Hires DeepMind Co-Founder to Lead Consumer AI Unit (WSJ) (https://www.wsj.com/tech/ai/microsoft...)

Microsoft CEO Sa (https://twitter.com/aibreakfast/statu...)

HF Site (https://jumpstarthealth.co/health-fur...)

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