It's really gravitydeying how much capex is going into AI and Palunteer is capitalizing on that. If you look at just Amazon, Alphabet, Microsoft, uh, and Meta, they invested 82 or 88 billion in capex in the last quarter in AI and data infrastructure. And there's no signs of this stopping anytime soon.Everyone always first blush wants to react and say, "Hey, the spending can't continue." But the reality is that it is continuing. I think the real key bottleneck for AI now becomes energy, not necessarily chip ...

Market Trends & Tariffs Impact - The market has largely ignored tariffs for the past 3 months, but concerns are rising about their potential impact on corporate profits [1] - Fresh tariffs from the Trump administration have gone into effect, with rates ranging from 50% on goods from Brazil to 35% for Switzerland and 25% for India [1] - The market's upward movement is attributed to concentration in software companies and companies like Nvidia seeking exemptions [1] - The AI trade is driving a lot of market enthusiasm, making it hard to find bears in the tech sector [2] Company Performance & Strategies - Airbnb's Q2 earnings beat estimates with revenue up 13% and net income up 16%, but Q3 guidance is weaker due to tariffs and investments [3] - Airbnb is investing $200 million in new services and experiences, impacting profit margins [3] - Apple CEO Tim Cook presented President Trump with a gift and pledged to spend $100 billion more on US companies and suppliers over the next four years [1] - Apple warned that tariffs would negatively impact profits by $110 million [2][3] Economic Outlook & Investment Strategies - One perspective suggests tariffs are beneficial for the US economy in the long run by reducing the budget deficit and increasing private investment, potentially raising economic growth by 2% [1][2] - Another perspective views tariffs as unsustainable and believes the market has merely adjusted expectations from catastrophic levels to still-high levels [1] - The market is seen as a "seven stock market" concentrated in the MAG seven [1] - There's a debate on whether to allow private equity, real estate, and crypto in 401ks, raising concerns about increased risk in retirement savings [11][12]

Tariffs and Trade - President Trump imposed new tariffs on dozens of countries, boasting billions of dollars flowing into the US [2] - An additional 25% tariff was imposed on India for purchasing Russian oil, stacking on an existing 25% tariff, totaling 50% [2][3] - Switzerland faces a tariff increase up to 39% [4] - President Trump proposed a 100% tariff on semiconductors unless companies commit to building in the US [4] - Companies producing goods in the US would get exemptions from additional tariffs [5] Apple's Investment and Tariffs Impact - Apple announced an additional $100 billion investment in the US, bringing the total US investment to $600 billion over the next four years [6][8] - Apple is launching an American Manufacturing Program to spur more production in America for critical components [9] - Apple is making a $25 billion commitment to produce cover glass for iPhones and Apple Watches at Corning's Kentucky facility [11] - Apple's semiconductor-powered devices, including iPhones, will be unaffected by Trump's 25% reciprocal tariffs on goods made in India [12] - Apple took an $800 million hit from tariffs in Q3 and expects another $11 billion in charges in Q4 [15] Market Movers and Earnings - Eli Lilly's revenue came in at $1556 billion for the quarter, better than the expected $147 billion, but shares fell due to weight loss pill results falling short of expectations [33] - ConocoPhillips' earnings per share came in at $142, better than the expected $134, and shares are up almost 2% in pre-market [36] - Warner Brothers Discovery's revenue came in at $981 billion, topping Wall Street estimates, boosted by HBO Max expansion and blockbuster releases [38] - Krispy Kreme missed expectations with a loss of 15 cents per share, against an expected loss of 12 cents, and revenue came in at $3798 million against an expectation of $3802 million [40] Disney and ESPN Deal - The NFL is set to take a 10% stake in Disney's ESPN ahead of ESPN's standalone streaming launch [20] - Disney CFO Hugh Johnston stated the deal would be accretive by about a nickel before purchase accounting [23] - The NFL stake in ESPN could be worth up to $3 billion [23] Oil Market - President Trump upped US tariffs on India to 50% in retaliation for its purchases of Russian oil, which are estimated to be around 2 million barrels a day [49][50] - OPEC plus made moves to hike output by 547000 barrels per day in September [51] Global Market Overview - Asian semiconductor-related stocks traded mixed after President Trump announced a 100% tariff on chip imports with an exemption for companies building in the US [52] - The Bank of England announced an interest rate cut of 25 basis points to 4% [54]

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Stagflation fears are rising, but smart investors see opportunity, not panic. In this episode of Stocks in Translation, Pennington Partners & Co. president and chief investment officer Christopher Wolfe joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to break down everything you need to know about stagflation in the current market, and how investors and companies can ...

Trade Policy - The US will impose a tariff of approximately 100% on chips and semiconductors [1] - Companies like Apple building in the US will not be charged tariffs [1]

Hello and welcome to Ask for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. And here are some of the trends we're going to be diving right into. US stocks pushed higher one thing. That was amid another batch of corporate earnings. And as President Trump's new deadline to impose tariffs loomed at the end of the trading session, all ...

That's quartell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Jessica Inskuit, director of investor research at stockbrokers.com as well as Yahoo Financ's Josh Schaefer joining us here to break down the moves. Josh, going to start with you on that close. >> Hey Josh.Yes, we did have all three major averages closed today higher. You can see the Dow Jones Industrial Average closing almost 10 ...

Market Domination anchor Josh Lipton breaks down the latest market news for Aug. 6, 2025. Apple looks to invest an additional $100 billion in United States manufacturing. Tim Cook will make the announcement with President Trump at the White House. Our panel breaks down the details and what the investment means for trade deals, Apple stock, and US manufacturing. President Trump imposed an additional 25% tariff on India over its purchases of Russian oil. The new tariff, which will come into effect in 21 days, ...

The first one is that the way the head was fired and she was fired just following data releases that the president liked that erodess institutional integrity and institutional integrity is very important in the US economy. The second focus is on the problems we having collecting and estimating data. These have been longstanding problems that have been getting worse.The reporting level has come down. the methodology used for estimating when you don't have the data is breaking down. So there are fundamental i ...

Well, Bitcoin is pulling back from recent record highs, hovering just below $115,000 this morning. Poly market, by the way, pricing in a 53% chance that Bitcoin dips below $100,000 by the end of the year. My next guest says this could be a combination of riskoff sentiment and seasonality potentially weighing on crypto.Joining me now, Stephen McClur, Canary Capital founder and CEO, who's joining me in the studio. Good to see you. Good to see you, Julie.So, what do you think below 100,000 by the end of the ye ...