We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Optimistic with an asterisk

Optimistic with an asterisk

2025/5/9
logo of podcast Wall Street Breakfast

Wall Street Breakfast
AI Deep Dive Transcript
People
B
Brian Stewart
Topics
我本周对市场持谨慎乐观态度，主要基于以下几个方面：首先，本周的财报和新闻显示市场情况好于预期，一些负面因素的影响有所减弱。其次，迪士尼的强劲业绩和航空公司股价上涨，都反映出市场对旅游业复苏的信心。同时，多家互联网公司业绩向好，也表明消费者线上消费依然活跃，并且AI技术正在提升这些公司的效率。然而，公司普遍给出的未来展望较为模糊，显示出对经济形势的不确定性。总的来说，虽然市场存在一些积极信号，但经济前景仍存在不确定性，因此我的乐观态度是谨慎的。

Deep Dive

Shownotes Transcript

Standout this past week was Disney) (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).Episode transcripts: seekingalpha.com/wsb)Show links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements)US-UK trade deal to increase access to billions of dollars of US products, Trump says)Trump suggests cutting China tariffs to 80%)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).