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ABOUT THIS EPISODE

AI Volatility Lowers Earnings Bar, Adds Pressure on Mag 7 CapEx

Has the bar for earnings reset given all the geopolitical and AI volatility? Liz Ann Sonders of Charles Schwab believes the CoreWeave (CRWV) debt concerns played a role in lowering the bar. However, hyperscalers confirming and raising CapEx is what Liz Ann sees being the clearest sign that AI growth isn't slowing. Michelle Gibley addresses the "unsustainable" government spending concerns in France as riots break out across the country. She expects European stocks to take a continuing hit until there's more certainty.

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