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Episode 90 – US Markets Choose AI Over Fed During First Half of 2024, A Much Needed Tariff Boost to India’s Telecom Players, and why I like Oracle as an AI Play
Happy Independence Day to all my US Listeners!
This week, I discuss the performance of US markets during the first half of 2024, the latest data coming out on the Fed's preferred inflation metric, the impact of the recent tariff hikes by India's telecom operators on 5G usage, and why I think Oracle could be yet another major AI beneficiary.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on [email protected]. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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By Dr Vinay UthamHappy Independence Day to all my US Listeners!
This week, I discuss the performance of US markets during the first half of 2024, the latest data coming out on the Fed's preferred inflation metric, the impact of the recent tariff hikes by India's telecom operators on 5G usage, and why I think Oracle could be yet another major AI beneficiary.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on [email protected]. Thank you once again for listening. See you next week! Until then, stay safe and make some money!