META: Concerns about AI Spending?
Following Earnings on 10/29, META's stock price fell -11% due to investor concerns about AI spending. However, credit investors welcomed a new Bond deal to the tune of $30B in new supply. The deal was upsized and traded well in the aftermarket, showing that Debt investors were less concerned about the AI spend.
Paul Tudor Jones CNBC Interview (May 7th, 2026)
Despite the April rally, legendary trader Paul Tudor Jones sees another 1-2 Years of bullish runway. He cited "productivity miracles" analogous to 1981 and 1995 in today's interview.
Blackrock CIO Rick Rieder Interview
Blackrock: Current Investing Market is "Best Ever" (8/12/25) Blackrock CIO Rick Rieder cited investor positioning, stock buybacks and yields as some reasons to be fully invested. Blackrock is the largest Asset Manager in the US, with $4.7 Trillion in Assets.
Q2 Earnings: Bullish
Q2 Earnings: Bullish 80% of $SPX companies have beaten revenue estimates to date for Q2, which is above the 5-year average of 70% and above the 10-year average of 64%.
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