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Stocks DIP ahead of Big Tech earnings reports: ‘This is an AI ARMS RACE’

Stocks DIP ahead of Big Tech earnings reports: ‘This is an AI ARMS RACE’

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L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

  1. 01 META NASDAQ ACHETER +1,25%
    Entrée $585,61 29 juil 2026
    Actuel $592,90 07 août 2026
    Résultat +$7,29

    that is when you go towards these,

    Contexte JAMES: ... THE REPORT FROM META AND MICROSOFT, WANT THEM SPENDING THE MONEY BUT MARGINS ARE NOT GOING TO BE AS GOOD AS PEOPLE EXPECT. ... JAMES: IT WAS BEATEN UPUP THE MOST, EXPECTATIONS ARE THE LOWEST, BACK TO INVESTOR PSYCHOLOGY WHICH I WROTE A BOOK ON NOT LONG AGO, THAT IS WHEN YOU GO TOWARDS THESE,

  2. 02 MSFT NASDAQ ACHETER +28,79%
    Entrée $390,54 29 juil 2026
    Actuel $502,97 07 août 2026
    Résultat +$112,43

    that is when you go towards these,

    Contexte STUART: I WAKE UP TOMORROW MORNING PREPARING THE SHOW I AM A MICROSOFT SHAREHOLDER. AM I LIKELY TO BE HAPPY OR SAD? JAMES: IT WAS BEATEN UPUP THE MOST, EXPECTATIONS ARE THE LOWEST, BACK TO INVESTOR PSYCHOLOGY WHICH I WROTE A BOOK ON NOT LONG AGO, THAT IS WHEN YOU GO TOWARDS THESE,

Transcription Complète
AC OF READING, DOW IS OFF 680, NASDAQ DOWN 130. GOLDMAN AND CATERPILLAR, TWO DOW STOCKS SHARPLY LOWER. THEY ARE RESPONSIBLE FOR TAKING POINTS OUT OF THE DOW INDUSTRIALS. JAMES IS SITTING NEXT TO ME IN NEW YORK. META EARNINGS AFTER THE BELL, DO INVESTORS WANT TO SEE A BIG EXPANSION IN CAPITAL EXPENDITURE? THEY WANT A LOT MORE MONEY BEING SPENT? JAMES:THIS IS AN AI ARMS RACE. BLUE ONE WILL START GO DOWN? JAMES:INVESTOR PSYCHOLOGY, COMPLETELY DETACHED, THE BEGINNING OF THE SECOND QUARTER, SAME THING WITH THE AI SPACE, NOBODY BELIEVED THAT GROWTH IS REAL, EQUITIES OFF COURSE, ON THE OPPOSITE END, PEOPLE DON'T BELIEVE THIS INVESTMENT WILL COME THE OTHER END OF PROFITS. IF YOU LOOK AT USE CASES FOR AI IT IS EXPLOSIVE NOT JUST IN TECHNOLOGY COMPANIES, IN THE EARLY STAGES THE AI CYCLE, YOU'VE GOT VALUATIONS AT LEVELS OF 2023. HAVEN'T SEEN P.M. RATIOS. THE REPORT FROM META AND MICROSOFT, WANT THEM SPENDING THE MONEY BUT MARGINS ARE NOT GOING TO BE AS GOOD AS PEOPLE EXPECT. STUART: I WAKE UP TOMORROW MORNING PREPARING THE SHOW I AM A MICROSOFT SHAREHOLDER. AM I LIKELY TO BE HAPPY OR SAD? JAMES:IT WAS BEATEN UPUP THE MOST, EXPECTATIONS ARE THE LOWEST, BACK TO INVESTOR PSYCHOLOGY WHICH I WROTE A BOOK ON NOT LONG AGO, THAT IS WHEN YOU GO TOWARDS THESE, STUART: I KNOW I LIKED YOU. COME BACK WHEN YOU FEEL READY FOR IT

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