logo
episode-header-image
Jul 2023
56m 32s

MM122: BIG tech earnings & yield curve c...

AMPLIFYME
About this episode

A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.


On the trading floor this week, Anthony and Piers discuss:


  • Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid numbers. Get up to speed on the latest earnings reports from the world's largest tech names.


  • A dovish Fed, soft landings, and yield curve control. Find out what happened in this week's Fed, ECB, and BoJ monetary policy decisions.


  • The bluebird is no more as Twitter becomes 'X', but why is Elon Musk ripping up the marketing textbook and will it work?


Free daily newsletter https://bit.ly/3Oeu4Wk

Free Finance Accelerator simulation https://bit.ly/3GoyV5r


Connect with Anthony https://www.linkedin.com/in/anthonycheung10/

Connect with Piers https://www.linkedin.com/in/pierscurran/


Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
The $500 Billion AI Debt Machine & The Great CapEx Test
Nvidia, CoreWeave and Wall Street are pouring hundreds of billions of dollars into AI infrastructure. But how does the financial machine behind the AI boom actually work and where are the risks?In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack Co ... Show More
51m 9s
Aug 10
Why Sainsbury's Sold Argos (It's Not What You Think)
Why would Sainsbury's sell one of Britain's best-known retailers for a fraction of what it originally paid?In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett break down the sale of Argos and explain why the headline tells only part of the story. Was t ... Show More
51m 39s
Aug 6
The AI Hedge Fund That Blew Up | The Situational Awareness Story
A 22-year-old former OpenAI researcher built one of the hottest AI-focused hedge funds on Wall Street, generated extraordinary returns, then watched it unravel in spectacular fashion after a leveraged bet went wrong. Citadel stepped in to buy the portfolio, markets rebounded, and ... Show More
47m 26s
Recommended Episodes
Apr 2023
Big Tech, Big Payments, Big Burrito
A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mast ... Show More
39m 31s
Oct 2023
What big tech's earnings can tell us about AI, rates and future volatility
The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, breaks down what this tells us about the tech sector and health of ... Show More
8m 4s
Jan 2023
Big Week for Earnings and the Fed, Tesla's January Surge, "Fly, Eagles, Fly" 1/30/23
Carl Quintanilla, Jim Cramer and David Faber focused on a big week for the markets, as Wall Street gears up for everything from key policy decisions by the Fed and other central banks -- to a slew of earnings including results from tech giants Apple, Amazon, Alphabet and Meta. Th ... Show More
42m 41s
Nov 2025
Big Tech Earnings and Reckless Predictions
Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead? Rick Munarriz, Sanmeet Deo, and Tim Beyers: - Discuss macro takeaways from last week’s Big Tech earnings. - Dig into the details for the unusual news in each report. - Ma ... Show More
21m 21s
Oct 2025
Big Tech Breaks the Bank for AI
Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma di ... Show More
42m 1s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Oct 2025
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. ... Show More
28m 52s
Apr 2023
Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
<p>Wall Street is getting ready to hear from tech heavyweights including Alphabet, Meta Platforms and Amazon. The “Fast Money” traders tackle whether next week is the real test for markets with tech front and center.  And, why Tesla’s big drop is revving up a number of shareholde ... Show More
22m 54s