Episode Details

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers. In this episode: A volatile pattern is emerging this earnings season [0:28] The market isn't as expensive as it looks [5:54] Hyperscaler earnings: The massive capex is paying off [11:05] Should you buy SpaceX (SPCX) on its pullback? [17:07] Disney (DIS) is uninvestable [30:39] Why is AMD (AMD) down on solid earnings? [44:38] The midterms are a huge headwind for data centers [54:18] Ask us anything! [1:00:19] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li