MB251: Earnings Season Insights: What to Expe...

Sam, Martin, and Brett discuss the current state of the AI trade, market trends, and the potential for a market correction. They analyse recent earnings, sector performance, and macroeconomic factors influencing investor sentiment. Key topics👇 🔹 AI trade and market sentiment🔹 ...  Show more

Join us for etoro's latest investment outlook as our analysts break down the key themes shaping markets in the final three months of the year. WATCH ON YOUTUBE Drivers we look for in Q4 01:30Key events to watch in Q4 05:00US market outlook (inflation, yields & rates) 07:00US stoc ...  Show more

In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street.

If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ...  Show more

Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information. 

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more