In episode 32, Michelle kicks off by discussing the start of the earnings season and its potential impact on market trajectory. She then examines Tesla's earnings, focusing on the company's ability to sustain market confidence. The episode also highlights Infineon's updated sales guidance amidst the growing AI market. Michelle explores China's recent retaliatory tariffs on U.S. imports, analyzing their implications for global trade dynamics. Lastly, she delves into Palantir's record revenue, offering insights into the company's financial outlook.

(0:00) Earnings season kickoff and market trajectory

(1:08) Tesla's earnings and market confidence

(2:18) Infineon's sales guidance and AI market growth

(3:09) China's retaliatory tariffs on U.S. imports

(4:39) Palantir's record revenue and financial outlook