{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Is SpaceX a buy on its pullback?","description":"Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern\u2026 Hyperscaler capex is paying off\u2026 Disney (DIS) is uninvestable\u2026 Why is AMD (AMD) down on solid earnings? \u2026 And a political headwind for data centers. In this episode:  A volatile pattern is emerging this earnings season [0:28] The market isn\u2019t as expensive as it looks [5:54] Hyperscaler earnings: The massive capex is paying off [11:05] Should you buy SpaceX (SPCX) on its pullback? [17:07] Disney (DIS) is uninvestable [30:39] Why is AMD (AMD) down on solid earnings? [44:38] The midterms are a huge headwind for data centers [54:18] Ask us anything! [1:00:19]  MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here:&amp;nbsp;https:\/\/www.curzioresearch.com\/wp-content\/uploads\/2026\/05\/2604-BluEnergies-Marketing-Disclosure.pdf Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https:\/\/curzio.me\/syn_wsu &amp;nbsp; 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 &amp;nbsp; 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\/42328290\/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\/42328290"}