Alphabet lost nearly $500 billion in a day last week and a basket of AI and chip stocks has lost about $5 trillion since October 6, according to Yahoo Finance research. Adam Johnson runs the Bullseye American Ingenuity Fund and he bought more last week. Jake Conley and Pras Subramanian ask him to defend it, and he does, from the neo clouds to Marvell. Also: what tomorrow’s midterms do to markets, why he thinks high oil has stopped being the enemy, how Gulf sovereign money ended up funding American AI labs, and what to watch in Apple and Palantir earnings tonight.
Featuring
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Pras Subramanian, Senior Autos Reporter, Yahoo Finance
Adam Johnson, Portfolio Manager, Bullseye American Ingenuity Fund
Timestamps
0:00 The last bull standing, after the week we just had
2:27 What he actually owns, and why Tesla is a robot company
4:57 The kitchen sink week
6:36 What the midterms do to markets
9:50 Returns under divided government
11:27 AI is on the ballot
14:01 The Iran war, and whether high oil is the enemy
18:17 Marvell, and telling good spending from bad
21:22 SpaceX finds a back door into mobile
24:11 Break
29:30 Apple reports tonight under a new CEO
34:28 The capital spending Apple did not do
39:58 Palantir at sixty times revenue
43:54 Why the Gulf is funding American AI
48:19 The water and power problem nobody priced
51:04 Pay people for the compute sitting idle at home
#AIStocks #Apple #Palantir #The830 #YahooFinance
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