Bulls vs. Bears

Episode 54: Investors start to question AI capex

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The MPC Weekend Edition provides a comprehensive overview of recent financial and geopolitical developments affecting global markets.

Key points include:

  • AI Investment Skepticism: Google's $75B AI/data center capex plan caused investor unease, impacting MAG7 stocks. Palantir, however, saw significant growth.
  • Trade War Effects: New U.S. tariffs on Canada, Mexico, and China are creating opportunities in domestic sectors.
  • Earnings Highlights: Notable performances from Amazon, Alphabet, and Palantir, with varying market reactions.
    • Domino's Pizza Enterprises announced a restructuring plan, closing 205 stores and projecting $15.5M in annual savings.
    • News Corp reported strong quarterly results, driven by REA Group growth.
      • Trump imposed new tariffs on imports from Canada, Mexico, and China.
      • A controversial plan for Gaza was proposed, involving temporary relocation of Palestinians.
        • Gold reached new highs, approaching $3,000.
        • Bitcoin experienced volatility, rebounding from $92k to $100k.
        • Oil prices tested support levels around $70.

          • This weeks newsletter also includes sections on AI webinars, reading recommendations, and a high-conviction stock pick (Palantir), along with standard disclaimers and legal notices.

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          Bulls vs. BearsBy MPC Markets