Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson.

(00:21 ) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Is the market in a bubble?

- Google’s $25 billion data center and energy deals

- Earnings takeaways from ASML and J&J

- Bold predictions this earnings season

Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET)

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineers: Dan Boyd, Natasha Hall

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