SpaceX is Overvalued. OpenAI Might Be Even Worse | Cabot Street Check
About this episode
Chris and Brad discuss the valuation of SpaceX and OpenAI, market reactions, and the implications of recent economic events.
This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while the S&P 500 and Nasdaq lag. Then, they talk Kevin Warsh’s inaugural FOMC press conference, the dot plot, and changes to how the Fed communicates with the public. Finally, they break down OpenAI’s leaked financials and debate whether AI companies can ever reach profitability. For more information on this week’s offer, visit cabotwealth.com/street.
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