US equity futures gain as large tech firms including Meta announce plans to spend more on AI. SAP and Microsoft lag as their cloud businesses disappoint. The dollar weakens amid debasement fears while gold extends its record rally. Oil prices rise as President Trump warns Iran of military strikes if a nuclear deal is not reached soon. Marija Veitmane of State Street and Joel Kulina of Wedbush discuss this earnings season.
Chapters:
00:00:00 – Bloomberg Brief
00:01:59 – First Look Movers
00:08:06 – Marija Veitmane, State Street Bank Head of Equity Research
00:13:46 – Trending on the Terminal
00:19:42 – Front Page News
00:23:04 – First Look Movers
00:29:43 – Trending on the Terminal
00:34:39 – Joel Kulina, Wedbush Managing Director of TMT Trading
00:41:03 – What to Watch
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