Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
The Real Eisman PlaybookShow Notes
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On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong results continue to push markets higher despite signs of weakness in the consumer. He explores the growing impact of AI-driven capex from Big Tech and how it’s shaping the broader economy and market leadership. Steve also dives into the UAE’s exit from OPEC, rising oil prices, and ongoing uncertainty around the war in Iran.
00:00 - Intro
02:04 - Charter
06:20 - Iran War Updates
07:50 - The Post-March Rally
10:36 - Private Credit
12:18 - Blue Owl
13:36 - Domino's Pizza
14:51 - GM
15:45 - Starbucks
16:44 - Visa
17:38 - FICO
20:13 - Bookings
20:37 - Enphase
21:30 - Google, Microsoft, Meta, Amazon
24:22 - Lilly
24:52 - Industrials: Quanta & Caterpillar
26:19 - Apple
26:44 - Outro
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