AI… bubble or disruptor?

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 21 February 2024

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and if I would be a buyer on any pullback following the report. Speaking of AI, some analysts think the hype is too much and demand is slowing. I highlight some strong statistics on businesses who are integrating AI – both now and in the future – and let you decide if this bull market is being overhyped. Tomorrow on WSU Premium, I’ll dive into detail on why we’re in the very early stages of AI, why it will be disruptive to just about every industry and even threaten a lot of jobs. I can’t stress enough how huge this market can be and why all investors should learn about this amazing trend in all things AI. As earnings season winds down, we're seeing some wild volatility in stocks even if they post solid earnings results. I breakdown Palo Alto Networks (PANW), Teladoc Health (TDOC), and SolarEdge Technologies (SEDG) and what it says about the current market. Bottom line, this market is one of the most dangerous I’ve ever seen. In this episode A major accomplishment for my daughter [1:14] NVDA reports [8:08] Is there an AI bubble? [16:03] Earnings season proves this is a very dangerous market [32:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream financial media to bring you
0:07.4	unscripted interviews and breaking commentary direct from Wall Street right to you on Main Street.
0:16.0	Let's go out there, it's February 21st.
0:20.0	My friend courage has to watch from the pox to break the headlines and
0:24.4	say what's really moving these markets.
0:29.7	From today's show, talk about the videos reports after the close, and the numbers turn
0:37.2	out to be bad, will this spell doom for the entire market? Gose a horrible earnings of the past 24 hours, including Solar Edge, Palo Alto, Tele dock,
0:47.8	down 15, 20 percent each.
0:50.6	Why you should be paying close attention to this trend?
0:55.0	And then finally AI, AI, the big talk out there.
0:59.6	Rumors have it, that demand is starting to slow.
1:05.0	But the data I'm about to share with you,
1:07.0	I'm going to let you decide if that's the case.
1:10.0	Let's get to today's show with something personal on a Wall Street Unplug Premium
1:15.2	Podcast a few weeks ago. It's a paid podcast for Daniel and I host. I took a live call
1:22.2	for my 16 year old daughter from school.
1:23.8	She said, Dad, you got to pick it up.
1:24.8	I got really good news, really good news.
1:26.2	And it was in middle taping and you know my phone right in front of me.
1:28.5	I just picked it up.
1:28.9	I said, you know what, Dale, let me just pick this up as we were taping.
1:31.5	And we kept it on there.
	...

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