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)

Reddit stock soars in highly anticipated market debut (Yahoo)

Wonder, Marc Lore’s Food-Delivery Startup, Raises $700 Million (WSJ)

PocketHealth lands $33M to build out its medical image exchange platform (Fierce Healthcare)

Elevance Health’s CarelonRx to buy Kroger Specialty Pharmacy (Modern Healthcare)

Heritage Provider Network courts PE for $7B-plus deal (Axios)

Medicare Opens Door for Covering Obesity Drugs (WSJ)

The house-passed bill instructs CBO to take longer view when grading preventive health laws (Fierce Healthcare)

Nvidia Plans to Price Newest AI Chips to Appeal to Wide Group of Users (WSJ)

Apple Looks to External Partners to Boost AI Efforts (WSJ)

Microsoft Hires DeepMind Co-Founder to Lead Consumer AI Unit (WSJ)

Microsoft CEO Satya Nadella quote (X)

Google Health, Stanford Medicine unveil open-access data set of diverse dermatology images (Fierce Healthcare)

Google’s AI prophet fast tracks singularity prediction (Independent)

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