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What’s News in Earnings: How Magnificent Can the Magnificent Seven Get?

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Manage episode 498471661 series 2428757
Content provided by The Wall Street Journal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wall Street Journal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Bonus Episode for Aug. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street’s Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal’s new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors’ lofty expectations is becoming more of a challenge.

Markets AM writer Spencer Jakab hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.

Sign up for the WSJ's free Markets A.M. newsletter.
Sign up for the WSJ's free WSJ AI & Business.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1904 episodes

Artwork
iconShare
 
Manage episode 498471661 series 2428757
Content provided by The Wall Street Journal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wall Street Journal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Bonus Episode for Aug. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street’s Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal’s new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors’ lofty expectations is becoming more of a challenge.

Markets AM writer Spencer Jakab hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.

Sign up for the WSJ's free Markets A.M. newsletter.
Sign up for the WSJ's free WSJ AI & Business.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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