Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Martin Shkreli calls quantum computing narrow and overhyped while staying constructive on AI chips
Shkreli argues quantum computing is commercially narrow and overvalued, sees broad demand for intelligence supporting AI capex, and questions near-term AI drug discovery.
Charles Lemonides says the bull market is late-stage but the euphoric blowoff has not arrived
Value investor Charles Lemonides sees data center and semiconductor capital spending as the largest near-term driver, with selective opportunities in memory, foundry/CPU, rideshare and delivery platforms, and offshore energy services.
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WOLF +1.1% · XLE +0.0% · LYFT +2.4% · CART +1.7% · XOP -0.0% · CHRD -1.5%Bloomberg expects bank earnings to be a mixed bag rather than a synchronized beat
Bloomberg's Wall Street correspondent says slower deal and IPO activity, consumer-economy worries and rate pressure on net interest income mean each bank now has its own story.
Squawk Pod says headline crude may understate delivered energy costs as crack spreads stay strong
Crude futures were muted after the deadly Riyadh airport attack, which the segment tied to a likely regional Houthi-Saudi issue and offsetting Russian diesel and ceasefire headlines, while refined-product markets stay tight.
UBS's Hoffmann-Burchardi warns AI disruption of the digital economy may be underappreciated
Hoffmann-Burchardi stays constructive on S&P 500 earnings, favoring rate-resilient AI infrastructure such as semiconductors and cloud, but warns AI could disrupt software, digital advertising and e-commerce.