MENGENAI EPISOD INI
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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EPISOD LAIN DALAM PODCAST INI
Value is reclaiming popularity among investors as tech takes a beating, a reversal Ted Weisberg believes will continue. He sees value inside some tech companies as well, naming Meta Platforms (META) as the Mag 7 giant with the most sustainable business at current levels. Apple (AAPL) is a compan ...
Marriott (MAR) opened at a record high as earnings show signs of strength, something Diane King Hall says backs the thesis that U.S. consumers still want to travel despite inflation pinching wallets. Americans also aren't willing to give up their beauty products, shown in Estée Lauder (EL) beati ...
Kasey McCurdy of Charles Schwab discusses the reversal of crude oil as diplomatic talks between the U.S. and Iran reportedly resume. He argues the headline doesn't push back the inflation narrative that gripped the stock market over recent months. Kasey explains how crude's heightened volatility ...
Marvell (MRVL) will buy Lumentum (LITE) in a massive all-stock merger that will cost Marvell $115 billion. Marley Kayden takes investors through the key details of the deal and explains what it means for the semiconductor solutions company's future in the AI trade. Prosper Trading Academy's Char ...
Chris Watling says tightening liquidity, high expectations and crowded positioning helped drive the selloff in mega-cap tech and AI stocks, including Intel (INTC), Amazon (AMZN) and Alphabet (GOOGL). He says corporate America remains resilient, supported by strong cash flow, low debt, record mar ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Schwab Network, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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