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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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ALTRI EPISODI IN QUESTO PODCAST
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South Korean AI memory giant Samsung fell after posting earnings, while BYD Co. (BYDDY) missed its bottom line. In the U.S., core PCE and GDP showed mixed results that both confirmed a lasting uptick in inflation. Sam Vadas and Marley Kayden take investors through their final takeaways of the tradi…
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