CNBC's "Fast Money" Google’s Pre-Earnings Win Streak… And Sarepta’s Dismal Outlook 7/21/25
Jul 21, 2025
Google is poised for a promising earnings report, aiming for its longest win streak in years, bolstered by advancements in AI. Japan's election results have strengthened the Yen against the dollar, impacting market dynamics. Meanwhile, Sarepta's stock faces dire predictions as the company defends its gene therapy drug against FDA scrutiny. Analysts raise alarms about its future, suggesting it could plummet to zero. The podcast also touches on broader market trends, including semiconductor challenges and retail shifts.
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Alphabet's Winning Streak Insight
- Alphabet's stock has rallied 9% over nine days, its longest winning streak since 2019.
- Its valuation at 19 times earnings is attractive considering potential AI, YouTube, and cloud business growth.
AI Challenges Google's Search Monopoly
- AI and alternative search engines like Perplexity and ChatGPT are increasingly challenging Google's dominance.
- Google's ecosystem advantage is notable but there is a meaningful risk the search business market share erodes.
Portfolio Rebalancing Advice
- Rebalance portfolios to your long-term allocations amidst current market volatility and rapid gains.
- Be cautious in high valuation sectors that price in perfection; use market pullbacks as buying opportunities.