
Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)Show NotesWhat Will Micron's Gross Margin Guide Be?Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

AI spending faces reality check as tech earnings roll in

SpaceX, Tesla & the next phase of the AI trade

S&P hits all-time highs, AI trade does all the work

SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
Free AI-powered recaps of Investing Experts and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.