AI earnings, tariff threats, and bellwether stocks

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).

Episode transcripts: seekingalpha.com/wsb

Show links:
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?

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