Microsoft, Amazon and Alphabet posted strong earnings, with cloud growth confirming that the AI boom is translating into real revenue. From Amazon’s fastest cloud expansion in years to Microsoft’s 39% Azure growth, the AI trade looks alive and well.
At the same time, oil prices are surging above $113, shaking the macro outlook. Rising energy costs are pushing inflation expectations higher and complicating the path for the Federal Reserve and other central banks.
So… is the AI rally strong enough to withstand an oil shock?
Watch the full episode to find out more!
Intro1:10 Big Tech delivers... except Meta
3:55 Oil surges on geopolitical tensions
5:02 Central bank policies are cloudy
7:02 US debt makes gold appealing at dips










