AI earnings, tariff threats, and bellwether stocks
Update: 2025-02-07
Description
Palantir's soaring but concerns remain (0:25 ). ARM, Oracle and AI bellwether earnings (2:00 ). Tariff threats and concessions (3:30 ). Microsoft and Google drop post-earnings; dealing with increased competition (6:00 ). Merck a real outlier to the downside (8:25 ). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00 ). Proposed US Sovereign Wealth Fund (14:20 ).
Episode transcripts: seekingalpha.com/wsb
Show links:
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Episode transcripts: seekingalpha.com/wsb
Show links:
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
