AI earnings, tariff threats, and bellwether stocks

Feb 7, 2025

Palantir's stock is on the rise, but concerns about valuation linger in the competitive AI sphere. Earnings from Arm and Oracle reveal the volatility in tech stocks, while Merck shows a contrasting downturn. McDonald's upcoming earnings are seen as a barometer for the economy, alongside Robinhood's intriguing stock dynamics in the crypto space. The discussion also ventures into the political realm, exploring the implications of proposed U.S. Sovereign Wealth Funds and the evolving landscape of tariffs, showcasing the unpredictable nature of market dynamics.

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Intro

00:00 • 2min

Navigating Volatility: AI and Tech Stock Trends

01:55 • 9min

Earnings Insights: McDonald's and Robinhood's Economic Indicators

10:28 • 2min

Exploring the Crypto Connection and Unconventional Political Proposals

12:55 • 2min

Rethinking Tariffs and Market Dynamics

15:22 • 2min