ÜBER DIESE EPISODE
Steve Wyett says access to capital for AI-tied companies is where stress will notably hit their bottom lines, seen in the reaction to Meta Platforms (META) earnings. He adds that demand is increasing but the cost of compute is going down, a dichotomy he sees as bearish long-term. Lingering pressures on U.S. consumers brought by rising energy prices add to Steve's lists of concerns not just for the AI trade, but for sectors across the stock market.
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WEITERE EPISODEN IN DIESEM PODCAST
"It's never good to overreact to recent moves," says Ahmed Riesgo, who urges investors to keep to their investing theses amid the stock market volatility. He adds that earnings are still coming in strong and market fundamentals remain intact, backing his bullish case for equities. Ahmed t…
It was a devastating week for tech stocks as investors reassess the state of AI and its potential to add significant earnings strength. Marley Kayden takes investors through some of the biggest earnings movers, from Intel (INTC) and its 24% selloff, to Alphabet (GOOGL) and Amazon (AMZN) sliding on …
While the tech giant didn't have the largest selloff in October, SpaceX (SPCX) quietly but substantially moved down on the month. Across the Pacific Ocean, the Bank of Japan mirrored the U.S. and voted to hold interest rates. Marley Kayden and Sam Vadas discuss their final takeaways to close a very…
Agustin Escobar repasa los principales titulares del mercado de valores esta semana, incluidos los resultados de Intel (INTC), Alphabet (GOOGL) y Amazon (AMZN), y analiza qué seguir de cara a la próxima semana.
Palantir (PLTR) will release its highly anticipated earnings on Monday. The stock jumped roughly 50% since the software giant posted its last earnings print. @CharlesSchwab's Ben Watson shows how Palantir maintained strength alongside the S&P 500 (SPX) where other tech peers fell off. He highli…
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