The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
About this episode
Zaid discusses the implications of earnings season on AI stocks with Hardika Singh, covering market trends and economic signals.
Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.
More episodes of The Rundown
- GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada
- Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings
- Deep Dive: The Real Reason Apple Sued OpenAI
- Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch
- TSMC Profit Surges 77%, SpaceX Falls Below IPO Price
- PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating
Explore listener stats, chart rankings, contacts and more on the The Rundown podcast page.