Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap

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On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong results continue to push markets higher despite signs of weakness in the consumer. He explores the growing impact of AI-driven capex from Big Tech and how it’s shaping the broader economy and market leadership. Steve also dives into the UAE’s exit from OPEC, rising oil prices, and ongoing uncertainty around the war in Iran.

00:00 - Intro

02:04 - Charter

06:20 - Iran War Updates

07:50 - The Post-March Rally

10:36 - Private Credit

12:18 - Blue Owl

13:36 - Domino's Pizza

14:51 - GM

15:45 - Starbucks

16:44 - Visa

17:38 - FICO

20:13 - Bookings

20:37 - Enphase

21:30 - Google, Microsoft, Meta, Amazon

24:22 - Lilly

24:52 - Industrials: Quanta & Caterpillar

26:19 - Apple

26:44 - Outro

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