Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49) Show notes: AMD outlines 2025 growth strategy with AI and server expansion Wall Street continues to decline as AI trade's downtrend persists What to know as Michael Burry bets against Nvidia and Palantir Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report Episode transcripts: seekingalpha.com/wsb 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 .