The Death of AI Has Been Greatly Exaggerated | WAYT?
It offers a market-commentary view of tech earnings, AI spending and hedging demand from two wealth-firm commentators. It also includes a named ETF case and a valuation discussion that may be useful context for client conversations.
Summary
By the markets & outlook deskOn this episode of What Are Your Thoughts, Josh Brown and Michael Batnick react to Apple and Palantir earnings, the latest tech stock selloff and why analyst optimism may have peaked. They discuss the return of the HALO trade, Apple's strength, Meta's AI spending concerns, OpenAI's fundraising struggles and investors hedging AI exposure. The episode also covers Aswath Damodaran's SpaceX valuation, Josh's case for the Roundhill Neocloud ETF (NCLD) and Michael's mystery chart.
- The hosts react to Apple and Palantir earnings and the latest tech stock selloff.
- They discuss analyst optimism possibly peaking and the return of the HALO trade.
- The episode covers Meta's AI spending concerns, OpenAI's fundraising struggles and investors hedging AI exposure.
- Josh makes the case for the Roundhill Neocloud ETF (NCLD), and Michael brings a mystery chart.
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