AI earnings, tariff threats, and bellwether stocks

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).Episode transcripts: seekingalpha.com/wsbShow links: Shorting Palantir: Valuation MattersHow to fund a U.S. sovereign wealth fund?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.