Mentioned On
Episode Mentions
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Rare example of company passing tariff refunds back to consumers through reduced grocery costs”
Corporate Earnings Bubble TheoryAI Infrastructure Investment ROISemiconductor Supply Chain Dynamics
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CNBC's "Fast Money" · Apr 10, 2026
Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26
“Membership discount retailer positioned to benefit from cost-conscious consumers cutting back on premium purchases”
Iran-US Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy InflationCybersecurity Threats from AI Models
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