DHUnplugged #801: Robot Takeover Begins

About this episode

The episode discusses the current earnings season, mixed economic reports, and the impact of Amazon's logistics expansion on transportation stocks.

Good overall earnings season – still going strong Economic reports show a mixed picture – but still good enough Semi-annual earnings report option gaining steam Saying goodbye to Spirit Airlines Markets PLUS we are now on Spotify and Amazon Music/Podcasts ! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Good overall earnings season - still going strong - Economic reports show a mixed picture - but still good enough - Semi-annual earnings report option gaining steam - Saying goodbye to Spirit Airlines - EGGS - Breaking News! Markets - Are markets riding tariff refund wave? - Oil shoots up then slips back after Iran tensions rise and fall - New Highs - NAZ100 powering ahead - Huge Capex and OBBBA NEED A NEW CTP - CMG (last time was 2017) Ship Sailing - Seems that under the protection of the USA - a Maersk ship passed through the Strait - But how many can they do a day like this? - Oil down after a huge spike yesterday due to IRAN striking UAE Big Shakeup - US transportation…

People in this episode

Hosts: John C. Dvorak, Andrew Horowitz

Topics covered

• earnings season
• economic reports
• market analysis
• transportation stocks
• Amazon logistics
• oil market
• Spirit Airlines

Keywords

• earnings
• markets
• Amazon
• Spirit Airlines
• transportation
• oil prices
• economic reports

Mentioned in this episode

Organizations: Spirit Airlines, Amazon, UPS, FedEx

Places: Iran, UAE, USA

More episodes of DHUnplugged Podcast

• DHUnplugged #805: Space Race · June 3, 2026 · 1h 2m
• DHUnplugged #804: Circular Bio-Economy · May 27, 2026 · 1h 8m
• DHUnplugged #803: The Thucydides Trap · May 20, 2026 · 55 min
• DHUnplugged #802: UBI Begins · May 13, 2026 · 1h 3m
• DHUnplugged #800: 50-50 Market · April 29, 2026 · 1h 4m
• DHUnplugged #799: Out of Action Again · April 22, 2026 · 50 min