AMD crossed $1 trillion in market value for the first time on Monday, and Meta added $192 billion in a single session on the strength of its new Muse AI agent. Brian Sozzi runs both, puts Lisa Su first on the show’s new Wall of Titans, and closes by arguing the Muse enthusiasm is ahead of the business.
Torsten Sløk, chief economist at Apollo Global Management, says there is still no evidence of margin expansion outside the tech sector, that new US business formation is at a record, and that drawn-down oil inventories are the risk nobody is pricing.
Sozzi Unleashed is live weekdays 9:30-10am ET.
Timestamps
0:00 The Mag 7 rundown, and what earnings season has to prove
0:35 Nvidia could grow 100% next year against guidance near 70%
1:11 The Blitz: Meta’s third big moment
1:46 The rerating nobody expected five years ago
2:04 Alexandr Wang’s moment
2:25 Why Muse could crack the enterprise
2:47 The question SAP’s CEO would not answer
3:34 Mike Schroepfer: “I would never bet against Meta”
5:14 The call: Acceleration next year, not next quarter
5:29 McDonald’s, and an ice cold chart
5:48 How the company got away from value
6:59 Chris Kempczinski: “We simply didn’t execute”
7:40 What has to come out of Chicago this week
7:55 Burger King’s revamped Whopper
8:31 AMD joins the trillion-dollar club
8:57 John Chambers named Lisa Su ten years early
9:14 The timeline of big wins
10:16 Micron’s $1,500 price target
10:54 Lisa Su on the pace of adoption
12:13 The first name on the Wall of Titans
12:31 Torsten Sløk of Apollo on the adoption delay
13:40 No margin expansion outside tech, yet
14:00 Does Muse cost jobs
15:05 New business formation at the highest level ever
16:31 Is AI inflationary
17:41 How bad affordability really is
18:52 Housing with a seven percent mortgage
20:07 The oil risk nobody is pricing
21:14 Freestyle: Why Uber and Lyft have been abysmal
21:46 The Bank of America note on driverless bookings
23:24 The Last Word: $192 billion in a day
23:44 Two reasons to temper the enthusiasm
24:25 Stay unleashed
#AMD #Meta #LisaSu #SozziUnleashed #YahooFinance
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