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· Post-Market Alpha · by Buzzberg Research
Who was talking 50 videos · 16 channels
Joseph Wang reads the October FOMC as a hawkish hold and expects a December hike
The chair noted tighter financial conditions but did not call them restrictive, keeping a hiking bias. Wang expects a December hike unless risk assets fall enough to force a pause, and says fewer live meetings are unsettling short-rate markets.
Gundlach says the Fed should be raising rates and sees headline inflation re-accelerating
DoubleLine's Jeffrey Gundlach called the hold a mistake given sticky inflation and firm nominal growth, and said policy should be set off the two-year Treasury. He expects headline inflation to re-accelerate into the 4% range for several months as energy prices stay elevated.
Analyst on Bloomberg: Alphabet's search growth missed by about three points while cloud rose 103%
Cloud revenue growth and margins came in well ahead of expectations, while search revenue growth landed roughly three percentage points below consensus and segment margins also fell short. The analyst framed it as an expectations and competitive-normalization problem rather than a structural breakdown.
1000x hosts see AI infrastructure as early-cycle but are cautious on fragile neoclouds
The hosts frame the Anthropic S-1 as a positioning event in which heavy pre-filing de-risking reversed into a relief rally. They are constructive on memory, hyperscaler-linked AI demand and additional equity funding, and cautious on fragile neoclouds and Anthropic's long-dated compute obligations.
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META +0.9% · ETH — · SOL — · BTC — · ALTCOINS — · ARKG +0.1%Ivy Zelman says housing weakness has spread from entry-level to luxury buyers
Zelman says weakness that began at entry-level price points now reaches move-up and luxury buyers as mortgage rates rose above 7%, and argues the housing-shortage thesis is overstated. She expects a multi-year slow grind rather than a crash.