SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?

Podcast: Chit Chat Stocks · Brett Schafer and Ryan Henderson

Opublikowano: 2026-10-23

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) - Introduction (02:54) - Meta's earnings, Reality Labs losses, and AI capital expenditures (12:04) - Semiconductor stocks selloff, TSMC, and the AI buildout (21:48) - Rollins' slowing organic growth and AI search headwinds (25:01) - SpaceX earnings, Starlink subscriber growth, and AI infrastructure (35:38) - Speculation on a SpaceX and Tesla merger (36:40) - Netflix earnings, watch hour stagnation, and content strategy (44:41) - Trivia game: The cheapest forward-earnings stocks in the S&P 500 (47:38) - Hermès earnings, p...