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Joined June 2015
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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?
xitter.cf/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.
xitter.cf/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?
xitter.cf/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?
xitter.cf/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?
xitter.cf/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?
xitter.cf/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?
xitter.cf/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.
xitter.cf/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?
xitter.cf/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.
xitter.cf/i/broadcasts/1pKkOyjrk…
The Financial Exchange retweeted
Treasury yields are surging, but a fiscal crisis may not be the reason. A softer jobs report could keep the Fed on hold while diesel prices soar and consumers keep spending.
Meanwhile $NVDA’s valuation is challenging the AI bubble narrative as corporate AI costs explode.
xitter.cf/i/broadcasts/1nxeLywBN…
The Financial Exchange retweeted
Just 29K jobs were added in September as unemployment rose to 4.2%, while the Treasury selloff deepens. Meanwhile America’s AI spending boom could reach 9% of GDP.
@michaelsantoli joins at 11:20, then @LaMonicaBuzz at 11:45 to break down $MU and semiconductors.
xitter.cf/i/broadcasts/1oKMvRYdP…
The Financial Exchange retweeted
Treasury yields are at their highest since 2002 as stronger growth clashes with the Fed’s outlook. Meanwhile $MU profits surge amid a memory-chip crunch, $MSFT delivers a trillion-dollar quarter and stocks push toward records.
Can this rally survive even higher rates?
xitter.cf/i/broadcasts/1AxRnaRPQ…
The Financial Exchange retweeted
Inflation remains in focus as mortgage rates rise for a sixth straight week and even high earners feel squeezed. Meanwhile stocks may be pricier than they look, $F warns about China’s auto threat, and AI safety remains under scrutiny.
Can consumers keep absorbing higher costs?
xitter.cf/i/broadcasts/1aKbdbwMj…
The Financial Exchange retweeted
OpenAI scraps its next-gen Astra model after troubling safety tests, while Oura postpones its IPO and Michael Burry warns the AI boom could hit trouble sooner than expected.
Meanwhile $NVDA, $MSFT and $META remain at the center of the AI trade as October approaches.
xitter.cf/i/broadcasts/1nJOLErvM…
The Financial Exchange retweeted
$META has popped this week. But $T $EXPE $NFLX $PGR and others hit by worries about how Muse will make it easier to switch or cancel subsciptions. I'll discuss on @TFEShow at 11:45 ET. @WRKO680 @SXMBusiness Channel 132. My story for @barronsonline ICYMI. barrons.com/articles/consume…
