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Putting together an AI Bubble Basket - who should be in or out?
The market is taking Oracle at its word in its longer term guidance on cloud infrastructure growth. We wonder instead whether an AI bubble is incipient here and if so, which dozen or so stocks should be in the "AI Bubble Basket" we are considering identifying as a talking point from here. The set of names we are considering will be listed on the John J. Hardy substack (see link below - please let us know your thoughts there!). Otherwise on today's pod, a discussion of other key single stock news and Adobe earnings incoming tonight, the key macro data incoming, gold correction risks, the US political storm set to intensify on the assassination of conservative activist Charlie Kirk and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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By SaxoStrats
4.9
122122 ratings
The market is taking Oracle at its word in its longer term guidance on cloud infrastructure growth. We wonder instead whether an AI bubble is incipient here and if so, which dozen or so stocks should be in the "AI Bubble Basket" we are considering identifying as a talking point from here. The set of names we are considering will be listed on the John J. Hardy substack (see link below - please let us know your thoughts there!). Otherwise on today's pod, a discussion of other key single stock news and Adobe earnings incoming tonight, the key macro data incoming, gold correction risks, the US political storm set to intensify on the assassination of conservative activist Charlie Kirk and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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