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Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
Brian Stewart, our Director of News here at Seeking Alpha. Welcome back to our Friday Conversations. Always great to have you.
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
So what are you looking at today? What are you fielding from the market? How are you tiering up, T-I-E-R, the different levels of importance in the market?
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
In the AI conversation, a conversation we love to take part in, some of the companies have their toes dipped in, some are fully in, but some stocks that we saw some nice numbers from, some nice increases from, was Alibaba and Palantir. And to a lesser degree that they're in the AI conversation, but certainly it was present this week in the conversation around open AI was Tesla on the converse.
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
doing not so well this week. Care to contextualize the AI part of that and for investors what it means?
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
Anything else to say before we start another week or another weekend as the case may be?
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
I was going to say, speaking of value stocks.
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
And how would they convey that? Straight up or coded in some kind of language?
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
You think the question will be asked and they'll have to address whether or not it's a concern of theirs?
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
All right. Very good. When does Walmart report?
Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
So what are you seeing from those results? What has you most interested, either on the plus side or the minus side?