AI earnings, tariff threats, and bellwether stocks
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Description
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff https://seekingalpha.com/news/4401718-canada-announces-tariffs-on-u-s-mexico-eyes-tariffs-china-responds?source=wsb_podcast:ai_earnings_tariff_threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). https://seekingalpha.com/news/4402940-merck-projects-64_1b-65_6b-revenue-in-2025-amid-winrevair-growth-and-gardasil-rebasing?source=wsb_podcast:ai_earnings_tariff_threats a...
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| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
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