Microsoft’s warning about AI

Today's episode is sponsored by Masterworks.   Today’s episode starts with a look at the Hollywood strikes that have been dominating the headlines. I explain why a win for the actors could spell serious trouble for the industry.   The Fed is meeting this afternoon (after I finish recording this). I break down why no one seems to care about the Fed’s rate hikes… and why that’s a big mistake.   Next, I highlight two contradictory calls from a couple of Wall Street analysts. One was right about the direction of the market… but wrong on his bullish thesis. The other was right about several bearish headwinds… but wrong about stocks falling. I break down both viewpoints… and why now is a turning point for the market.   We’re in the heart of earnings season. I explain why Alphabet (GOOG) and Microsoft (MSFT) are moving in opposite directions after their latest results… and share the one Big Tech name I like heading into earnings (hint: it’s had an incredible run lately, but still trades at a modest valuation).   Don’t miss tomorrow’s episode of WSU Premium. Daniel and I will discuss one of the few sectors where earnings and revenue are rising—and how to profit from it. For full access subscribe at WSUOffer.com.   In this episode Breaking down the Hollywood strike [0:30] Why you should care about the Fed[8:53] This bear’s call is a turning point for markets [13:05] Access the elite fine art market [19:53] GOOG just had its best quarter in over a year [22:00] MSFT’s AI warning [24:55] Don’t miss tomorrow’s WSU Premium For full access subscribe at WSUOffer.com[33:48]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com