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Oil Cools, AI Costs Rise, and Earnings Face Their Biggest Test Yet

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ticker lesson

Breakdown

0:00Brent· ticker

Brent oil - 7.4% drop, geopolitical risks

  • Brent fell 7.4% overnight
  • Iran ceasefire easing inflation fears
  • Tankers need to move, insurance rates falling
  • Houthi attacks add geopolitical risk
1:54CXMT· ticker

CXMT - 535% surge, China AI push

  • CXMT surged 535% in Shanghai
  • China's largest onshore listed company
  • Deep Seek suspends fundraising
  • AI financing becoming selective
1:55lesson

Earnings season - quality test intensifies

  • S&P 500 27% reported, 86% beat EPS
  • Blended growth 37.9% (25.9% w/o Alphabet)
  • Focus shifting to Microsoft, Meta, Amazon
  • CME futures amplify earnings positioning

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