Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson.
(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Is the market in a bubble?
- Google’s $25 billion data center and energy deals
- Earnings takeaways from ASML and J&J
- Bold predictions this earnings season
Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET)
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineers: Dan Boyd, Natasha Hall
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