Two Months to Go

Josh Schaefer is a reporter and editor for Barron's Investor Circle, specializing in stock picks and market insights, while Al Root serves as an associate editor, offering valuable market analysis. They dive into intriguing discussions about the implications of big tech earnings and AI spending. The duo assesses Powell's influence on rate expectations and debates the risks of a narrow market rally. They also explore earnings trends, future stock performances for notable companies like Palantir and Uber, and whether gold remains a solid investment choice amidst ongoing market fluctuations.