EP92: Mega-cap stocks deliver earnings

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).