US equity futures waver after stocks hit another record high, posting their best month since 2020. Apple delivers a surprisingly strong revenue forecast, despite a shortage of MacBooks. President Trump vows to maintain a naval blockade on Iran. Seema Shah of Principal Asset Management discusses this earnings season. Jason Gabelman of TD Cowen looks ahead to Exxon and Chevron results.
Chapters:
00:00:00 – Bloomberg Brief
00:00:53 – Global Market Check
00:04:05 – First Look Movers
00:08:43 – Trending on the Terminal
00:10:16 – Seema Shah, Principal Asset Management Chief Global Strategist
00:17:25 – Wall Street Week: In Conversation With Director of Google Cloud AI
00:23:04 – First Look Movers
00:32:11 – Trending on the Terminal
00:33:58 – Jason Gabelman, TD Cowen MD of Energy Equity Research
00:40:56 – What to Watch
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