Renewed hopes of a US–Iran breakthrough briefly eased energy concerns before fading, leaving investors facing higher oil prices, persistent inflation risks and mounting European debt stress.
Meanwhile, SpaceX’s strong quarterly results revived enthusiasm for AI, with booming computing revenue highlighting its growing ambitions beyond space. But shooting for the moon comes at a cost: enormous infrastructure investment, rising financing needs and growing credit concerns across smaller competitors.
Meta’s results offer the next test for the broader AI trade. Can advertising growth and new products justify soaring spending? Bigger budgets could support chipmakers while pressuring cash flow. Softer plans could reassure shareholders but disappoint suppliers. Investors increasingly want evidence that today’s ambitious investments will generate tomorrow’s profits and sustainable returns for shareholders.
Watch the full episode to find out more!
Intro1:05 Market update
4:16 Space X blows past estimates
7:38 Meta earnings due after the bell!
