Episode Details

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despite some great numbers from Bloom Energy.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- SoFi’s Results

- Is SoFi Just a Bank?

- Visa’s Strong Growth

- P&G Is Fine?

- Bloom Energy Growth

- The AI Trade

Companies discussed: SoFi (SOFI), Procter & Gamble (PG), Visa (V), Bloom Energy BE).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd

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