S&P hits all-time highs, AI trade does all the work

S&P hits all-time highs, AI trade does all th...

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Tech bubble will pop in 2027

Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)Show Notes ...  Show more

AI spending faces reality check as tech earnings roll in

Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (5:15)Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend g ...  Show more

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