Microsoft faces a significant sell-off following disappointing cloud earnings, shaking up the tech sector. Meanwhile, Google, Moody's, and S&P Global also reported earnings, each revealing unique growth patterns. A major IT outage linked to a CrowdStrike update has sparked legal issues and stock declines for Delta Airlines. In a surprising twist, Netflix grapples with controversy over political donations, raising questions about founder accountability. Despite backlash, Netflix's subscriber growth shows resilience against boycotts.

Delve into a week of mixed earnings results with insights on McDonald's disappointing report and shifting consumer habits. Explore growth challenges for SoFi and PayPal, and Starbucks facing activist pressures. Discover Meta's shift towards AI efficiency and Amazon's continued potential in advertising and AWS. Plus, a look at Apple's service-oriented transition and Booking Holdings' strategies in a competitive travel market. This lively discussion covers the highlights and what they mean for investors.

The podcast discusses earnings predictions for ASML, TSM, Netflix, Dominos, and American Express. It analyzes semiconductor companies' performance, compares hardware and software sectors, predicts restaurant stock outcomes, and evaluates credit card companies for investment choices.

The podcast discusses the potential glut in demand for NVIDIA products, insider selling in the company, the current market melt-up, Boeing pleading guilty, and a Paramount merger announcement.

Financial analyst Tom Lee shares his bullish market thesis, predicting a 5% increase in the S&P 500. The podcast also covers Jeff Bezos selling Amazon shares, Chipotle's portion size issue, and Sam's Club lowering its membership price.

Discussion on Meta's new choices for users by EU, Redbox bankruptcy, fund managers' excuses for underperformance due to missing Nvidia stocks.

Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Apple is being fined by the EU again. Amazon's AI Alexa may be an additional subscription.

Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.

00:00 Intro 02:25 How To Invest In This Bull Market 17:38 Surgeons General Warning For Social Media Companies 21:23 Adobe Is Deceiving Customers

Apple just introduced a new default position. We discuss the potential impact of this on this episode.