The Joseph Carlson Show

Amazon is making waves with its ambitious AI initiative, Nova, set to rival established technologies. They’re also introducing a new AI supercomputer to reduce reliance on NVIDIA. Revolutionary changes in retail operations are expected, driven by generative AI enhancements that improve customer service and logistics. The discussion extends to Salesforce’s innovative AI system, which could reshape industries like healthcare. Lastly, a shocking corporate executive assassination adds a dramatic twist, reflecting the disturbing realities beyond the tech world.

00:00 Intro 02:40 Signs Of The Market Top 19:19 Target 20% Sell Off 21:08 Netflix Mike Tyson Jake Paul Event 23:09 Google Selling Google Chrome 25:19 Congress vs Visa & Mastercard

00:00 Intro 00:55 Warren Buffett 11:35 Bill Ackman 16:26 Terry Smith 18:50 Dev Kantesaria 25:18 Josh Tarasoff 26:40 Pat Dorsey 29:06 Polen Capital 31:00 Chris Hohn 32:45 Michael Burry 34:15 AltaRock 35:40 Chuck Akre 38:11 Conclusion and Warnings

00:00 Intro 01:18 Best Stocks In 2024 20:30 Spotify Earnings Analysis 23:30 Apple Next Big Device 25:33 Amazon's New Discount Store 28:05 Disney Earnings Preview

00:00 Intro 02:00 Salesforce Stock Surges 13:00 Netflix Shifts To Live Streaming 15:50 Bitcoin New High 18:41 Take Two CEO on AI

We examine the biggest winners and losers of the past week.

00:00 Trump Wins 08:15 Company Specific Impacts

Get ready for some market buzz as the team dives into the pulse of election investing! They highlight how recent elections can sway stock movements and share earnings insights from Palantir, alongside a cheeky nod to Warren Buffett's selling trends. Laughs ensue with a critical look at TikTok's day trading hype, exposing the risks behind the glamor. Despite the jitters, they assure listeners that great companies like Microsoft endure through political storms, suggesting a bright long-term outlook for the economy!

This week, the podcast dives into Amazon's impressive earnings, with a notable 7% share price rise, while contrasting it with Meta's struggles in the market. The conversation shifts to Booking Holdings, which is experiencing significant growth, juxtaposed with the challenges faced by tech giants Apple and Microsoft. Insights into a new personal earnings calendar are introduced, spotlighting the evolving investment landscape. The overall tone reflects optimism for Amazon's future amidst the complexities of the market.

00:00 Intro 01:30 Reviewing My Trade 08:00 Google's Earnings Report