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It's 'The Friday Night Dirty'
Published 8 months, 2 weeks ago
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This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com
You might be wondering why the “song of the week” was chosen..the guys will explain.
It was a busy week in the markets as Anthropic sent shockwaves through the Software sector. Google and Amazon continue to increase capex related to A.I. buildout.
The market continues to digest the Warsh Fed Chair nomination and there is a good chance he’s less hawkish th…