S&P 500: 7,000 target for 2025 - Sanjeev Sharma

S&P 500: 7,000 target for 2025 - Sanjeev Shar...

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Blue Owl Capital: Don't believe the (negative) hype

High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30)Show Notes:Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It ...  Show more

AI capex surge, bottlenecks, and the race for ROI

Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tec ...  Show more

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