Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Anthropic’s massive S-1 filing, what’s happening beneath the surface of the stock market, and why Amazon’s upcoming earnings report could be a major test for the AI trade. They break down Amazon’s accelerating AWS growth, its massive AI spending, and whether the company can finally convince investors that the returns justify the investment. Plus, the rising cost of capital, tightening credit markets, and what it all means for the future of AI infrastructure. Finally, Josh unveils the “Dirty Dozen,” 12 of the strongest stock charts in the market, Michael makes the case for a stock, and Josh brings a mystery chart to the table.
This episode is sponsored by Betterment Advisor Solutions and Janus Henderson.
- Learn more at https://betterment.com/advisors
- Visit https://www.janushenderson.com/ for more information.
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