{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"This could be an ugly earnings season","description":"Earnings season is off to a concerning start. Plus, oil winners and losers\u2026 The GLP-1 stock rotation\u2026 Why AI is reviving the short trade\u2026 A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive\u2026 And more. In this episode:  Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36]  Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https:\/\/curzio.me\/syn_wsu Find Wall Street Unplugged podcast\u2026 --Curzio Research App: https:\/\/curzio.me\/syn_app --iTunes: https:\/\/curzio.me\/syn_wsu_i --Stitcher: https:\/\/curzio.me\/syn_wsu_s --Website: https:\/\/curzio.me\/syn_wsu_cat Follow Frank\u2026 X: https:\/\/curzio.me\/syn_twt Facebook: https:\/\/curzio.me\/syn_fb LinkedIn: https:\/\/curzio.me\/syn_li ","author_name":"Wall Street Unplugged - What's Really Moving These Markets","author_url":"https:\/\/www.curzioresearch.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42119535\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/42119535"}