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When Leverage Goes Wrong on Wall Street

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ...  Show more

Microsoft Shows the Mag7 What AI Investment Looks Like

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

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Market Rebound, Facebook COO & Regeneron Chief Scientific Officer
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After a day where the Dow fell nearly 3,000 points, Jim Cramer's breaking down what today's 1,000+ point bounce could mean for the future. Then, Facebook announced today that it's pledging $100 million to support small businesses that are impacted by COVID-19, and Cramer's che ...

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