About this episode
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood ( HOOD ) and Strategy ( MSTR ) (11:00). Proposed US Sovereign Wealth Fund (14:20). Episode transcripts: seekingalpha.com/wsb Show links: Shorting Palantir: Valuation Matters How to fund a U.S. sovereign wealth fund? Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .