Timothy Stanley: Chinese stocks, Alibaba, JD.com, Tencent, Baidu are all down and down. In some cases, double digits, mainly tied to Xi Jinping's unprecedented third term. He says when you have no clear way to understand how much uncertainty you're dealing with, then boy, you better get paid a really big premium in order to take that risk. "I don't want to invest in a black box," he says.
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.
(:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term.
The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.
Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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