Apple beat. Palantir grew 96% and raised guidance again. Both stocks fell anyway, and Brian Sozzi thinks that is the new problem: if the AI payoff arrives slower than hoped, every company tied to it has to be re-rated, not just the hyperscalers.
Then he argues with the conclusion everyone draws from that. The companies powering this boom hold real cash and real businesses, and he will not accept the dot-com comparison.
Also: Changpeng Zhao on the Binance hack, Disney cutting again, and why McDonald’s is losing ground to three rivals at once.
Featuring
Changpeng Zhao, Co-Founder and former CEO, Binance
Timestamps
0:00 Hacked supermarket fridges, and midterm election day
1:41 Three reasons this tech selloff is different
4:30 Apple’s quarter, and the memory costs behind the margin guide
7:40 Palantir grew 96% and the stock still fell
10:47 Disney is cutting again
13:40 The Binance hack, and Changpeng Zhao on what happened
19:19 Why McDonald’s is losing ground to three rivals
22:17 Why this is not 1999
#Palantir #Apple #Binance #AITrade #SozziUnleashed #YahooFinance
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