AI earnings, tariff threats, and bellwether stocks
Wall Street Breakfast
00:00
Navigating Volatility: AI and Tech Stock Trends
This chapter analyzes the recent fluctuations in AI and tech stocks with a focus on Arm and Oracle, amidst market shifts like the Stargate proposal and evolving trade relations. It discusses the impact of earnings reports, competitive pressures in the AI domain, and individual company performances, particularly highlighting the contrasting fates of Merck and other healthcare stocks in a post-pandemic landscape.
Transcript
Play full episode
