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Oil Reignites Inflation Fears as AI Earnings Take Center Stage
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Breakdown
0:00Brent· ticker
Brent oil above 90 re-enters Fed discussion
- Oil above 90 re-enters Fed discussion
- Energy backwardation apparent globally
- 10-year yields above 4.5%
- 30-year yields above 5%
1:47WTI· ticker
WTI elevated risks Fed policy flexibility
- WTI elevated risks Fed policy flexibility
- Energy stocks in focus next days
- Sell-the-rally warning if no benefit
1:48European natural gas· ticker
European natural gas hits March highs
- European natural gas hits March highs
- Energy backwardation widespread
1:49lesson
AI earnings test fundamentals vs positioning
- AI earnings test fundamentals vs positioning
- TSMC expansion misses price reaction
- Margins pressure from cloud demand
1:50TSMC· ticker
TSMC expansion misses price reaction
- TSMC expansion misses price reaction
- 7% drop despite strong results
1:51Alphabet· ticker
Alphabet Q2 earnings focus areas
- Alphabet Q2 earnings focus areas
- Guidance on backlog and CapEx
1:52Tesla· ticker
Tesla Q2 earnings focus areas
- Tesla Q2 earnings focus areas
- Guidance on customer concentration
1:53Texas Instruments· ticker
Texas Instruments Q2 earnings focus
- Texas Instruments Q2 earnings focus
- Guidance on power availability
1:54Intel· ticker
Intel Q2 earnings focus areas
- Intel Q2 earnings focus areas
- Guidance on returns and margins
1:55Wells Fargo· ticker
Wells Fargo earnings despite meeting estimates
- Wells Fargo earnings despite meeting estimates
- Selling off due to guidance concerns
1:56Netflix· ticker
Netflix earnings despite meeting estimates
- Netflix earnings despite meeting estimates
- Selling off due to guidance concerns
1:57lesson
Mag 7 free cash flow outlook
- Mag 7 free cash flow into negative 2027
- Earnings focus shifts to growth proof
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