Episode Details

Deepwater’s Gene Munster breaks down the latest moves in Meta and where he sees opportunity as investors reassess the AI trade. HSBC’s Alastair Pinder looks at rising global yields and what they mean for equities around the world. Meantime, Oracle’s move to invoke force majeure on a massive New Mexico data center project raises fresh questions about the risks surrounding the AI infrastructure buildout. Longview Global’s Dewardric McNeal weighs the takeaways from the Trump-Xi meeting and what comes next for U.S.-China relations. BlackBerry CEO John Giamatteo discusses earnings, AI and the company’s growing automotive software business. Plus, the latest on the consumer as investors digest restaurant trends and Costco earnings.

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