EP92: Mega-cap stocks deliver earnings

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This episode is 40 minutes long.

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This episode was published on October 31, 2025.

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from Bulls vs. Bears · host MPC Markets

Amazon crushed earnings on the back of AWS—but what does that mean for AI-led infrastructure and the rest of the MAG-7? In Episode 92, Jonathan and Kai dive into a mixed week for equities, Japan’s booming Nikkei, Australia’s CPI shock, the Fed’s “hawkish cut,” and a powerful move in uranium and gold. Plus: Kai’s thoughts on CSL after the sell-off and Jonathan’s Trade of the Week—Ballard Mining (BM1).

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EP92: Mega-cap stocks deliver earnings

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How long is this episode of Bulls vs. Bears?

This episode is 40 minutes long.

When was this Bulls vs. Bears episode published?