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cover of episode From Super Bowl to Super Core: The Week Ahead In Markets

From Super Bowl to Super Core: The Week Ahead In Markets

2025/2/10
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On The Tape
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
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Elizabeth Young-Thomas
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Guy Adami
经验丰富的华尔街交易员和金融分析师，知名媒体人物。
Topics
Dan Nathan: 我认为大型科技公司的资本支出增加是市场的一个重要变化。微软、亚马逊和谷歌等公司在生成式人工智能方面的投资超出预期,导致其股价下跌。这表明资金可能正在从这些公司流出,进入其他领域。我们需要关注这种资金流动的方向,以及它对整体市场的影响。 Elizabeth Young-Thomas: 我认为除了大型科技公司的盈利报告外,还有其他因素影响了市场。例如,Deep Seek的出现引发了对资本支出效益的质疑。此外,宏观经济数据,如就业报告和即将公布的CPI数据,也在影响市场情绪。市场已经将注意力从就业转移到通胀上,通胀预期的上升也让市场感到紧张。

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Guy Adami, Dan Nathan and SoFi's Liz Thomas recap last week's market activity, discussing the unexpected market sell-off and the role of CapEx spending in influencing mega-cap tech stock performance. They analyze sector-specific movements, interest rates, and the anticipated effects of upcoming economic data such as the CPI and PPI. The discussion also covers the role of central banks' gold buying, the impact of tariffs on economic growth, and potential shifts in consumer sentiment. Key earnings reports from companies like AMAT, John Deere, and Palo Alto Networks are highlighted, along with the broader implications for financial markets and various sectors. The episode concludes with insights into strategic M&A activity, the geopolitical landscape, and potential market volatility related to upcoming economic data reports.

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