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Joined June 2015
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The Financial Exchange retweeted
Big Tech's AI divide is widening. $GOOGL slides on disappointing sales while $MSFT's cloud boom shows signs of paying off. Meanwhile $AMZN faces pressure to deliver, and the Fed risks falling behind inflation.
Can AI profits keep Wall Street's rally alive?
teapawt.org/i/broadcasts/1aKbdbwMj…
The Financial Exchange retweeted
The Fed is expected to hold rates steady, but Wall Street faces bigger questions. $MSFT and $GOOGL earnings will test the AI spending boom as debt markets show signs of strain.
Meanwhile renewed Iran tensions threaten the outlook.
@BobPisani joins at 10:30.
teapawt.org/i/broadcasts/1mxPaLEdv…
The Financial Exchange retweeted
Wall Street faces a pivotal week of Big Tech earnings, the Fed and elections. But the AI boom's financing demands are raising new questions as
$META seeks more capital and $SPCX takes on massive debt.
Can strong earnings justify the enormous cost of the AI race?
teapawt.org/i/broadcasts/1nJOLErvM…
The Financial Exchange retweeted
What a partnership between @CircleKStores and the @dav5kboston! 10 years strong supporting the DAV Department of Massachusetts! 🇺🇸
Circle K is helping veterans who served our country.
Navy veteran Garrett Barton joins Mike Armstrong to discuss @CircleKStores partnership with DAV Massachusetts, the upcoming DAV 5K Boston, and how everyone can help support disabled veterans.
The Financial Exchange retweeted
Oil prices surge as Iran tensions escalate, sending shockwaves through global markets. Meanwhile Treasuries regain safe-haven appeal, $AAPL challenges $NVDA, and $META looks to bolster its AI war chest.
@LaMonicaBuzz joins at 11:45 to discuss $SBUX.
Is Wall Street bracing for more turmoil?
teapawt.org/i/broadcasts/1dKrPEmaO…
The Financial Exchange retweeted
Starbucks results out next week. Analysts expect earnings to be up but sales to be down slightly. I'll discuss $SBUX on @TFEShow. 11:45 ET. @WRKO680 @SXMBusiness Channel 132. Here's my @barronsonline story about how it's a riskier stock than it appears. ☕️barrons.com/articles/low-bet…
The Financial Exchange retweeted
Oil prices are surging on renewed Iran fears, threatening another inflation shock. Meanwhile $META doubles down on AI, $TSLA cuts spending despite its robotics ambitions, and $NVDA sees massive demand even as AI financing tightens.
Is Wall Street underestimating the risks?
teapawt.org/i/broadcasts/1qKVmQkvd…
The Financial Exchange retweeted
Could a $TSLA–$SPCX merger reshape Wall Street? Both boards are reportedly exploring a deal as $META prepares for a crucial AI earnings test.
Meanwhile Anthropic’s IPO filing exposes the enormous costs of AI, and the Fed faces a new interest rate dilemma.
teapawt.org/i/broadcasts/1YGNrZNRl…
The Financial Exchange retweeted
The AI trade is showing cracks. $CRWV bonds are sliding, default insurance costs are surging, and a high-profile AI IPO has collapsed.
Meanwhile stock pickers see an opening, $GM plans massive buybacks, and $NFLX faces new questions.
Is Wall Street's biggest bet unraveling?
teapawt.org/i/broadcasts/1yxBeMkpX…
The Financial Exchange retweeted
Wall Street is betting on blockbuster earnings, but cracks are emerging in the debt financing the AI boom. Bond traders are getting nervous as $META, $TSLA and other heavyweights prepare to report.
Can strong profits keep the rally alive as AI borrowing risks grow?
teapawt.org/i/broadcasts/1RKjpzlDg…
The Financial Exchange retweeted
Bending Spoons, the Italian digital media company that went public this summer and now owns AOL, hit a new high this week after disclosing that Berkshire Hathaway has invested in it. I'll be talking about $BSP on @TFEShow at 11:45 ET. @WRKO680 @SXMBusiness Channel 132. $BRK.B
The Financial Exchange retweeted
Here's a piece that my @barronsonline colleague Andrew Bary did about the Berkshire investment in Bending Spoons. barrons.com/articles/berkshi…
The Financial Exchange retweeted
And here's the story I did for @barronsonline about Bending Spoons back in July on the company's IPO day. $BSP $BRK.B 🥄barrons.com/articles/aol-ipo…
The Financial Exchange retweeted
Wholesale inflation is rising at its fastest pace since 2022, stocks just suffered their worst day since July, and rate hike fears are back.
Meanwhile $NVDA and the AI boom keep generating profits for Wall Street.
Can AI earnings overcome another inflation shock?
teapawt.org/i/broadcasts/1mxPaLEdv…
The Financial Exchange retweeted
Inflation jumps to 3.7%, putting the Fed in a tough spot as fuel, grocery and utility costs surge. Meanwhile rising rates squeeze Wall Street banks, and the massive AI spending boom may be making inflation worse.
How much longer can the Fed afford to wait?
teapawt.org/i/broadcasts/1qJVmQkvd…
The Financial Exchange retweeted
Wall Street is betting on blockbuster earnings, but warning signs are piling up. $JPM stumbles, AI chip stocks slide, and bond yields keep climbing. Meanwhile, retail investors are piling into risky options trades.
Is Wall Street getting too confident just as the risks grow?
teapawt.org/i/broadcasts/1AJEmOnXE…
The Financial Exchange retweeted
Wall Street needs blockbuster earnings to justify lofty stock prices, but bond yields remain stubborn and household debt is flashing recession-era warnings.
Meanwhile fuel costs are squeezing budgets and $HOOD is betting on AI investing tools.
teapawt.org/i/broadcasts/1DGLdvqYB…
The Financial Exchange retweeted
A hurricane could disrupt U.S. refining as fuel costs surge and bond markets flash warning signs. Meanwhile $DAL cuts its profit outlook, $NVDA faces AI boom skepticism, and mortgage rates hit a three-year high.
Can Wall Street keep climbing?
teapawt.org/i/broadcasts/1vJpPrlYM…
The Financial Exchange retweeted
FT Exclusive: The world's leading coffee shop chain has worked with advisers in recent months on a takeover proposal for Chipotle, a burrito chain with a market value of nearly $39bn. ft.trib.al/cXMWfgX
The Financial Exchange retweeted
The S&P 500 hits another record as AI spending fuels the tech rally. But mortgage rates are nearing 7.5%, diesel costs are surging, and bond yields are squeezing retirees.
Meanwhile $SPCX eyes $40B in borrowing and $META’s Muse tops the app charts.
teapawt.org/i/broadcasts/1pKkOyjrk…