Go offline with the Player FM app!
SOTS 2nd Hour: Palantir CEO, Plus: Trump-Xi Trade Call, Broadcom Expectations 6/5/25
Manage episode 487045938 series 2534991
New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.
Plus: an interview you don’t want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp’s thoughts on the future of the business, AI demand, and even a recent NYT article that’s led to criticism from some.
Also in focus: Fundstrat’s Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market’s push off the lows “the most hated rally” in history. Plus: what’s at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.
2006 episodes
Manage episode 487045938 series 2534991
New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.
Plus: an interview you don’t want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp’s thoughts on the future of the business, AI demand, and even a recent NYT article that’s led to criticism from some.
Also in focus: Fundstrat’s Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market’s push off the lows “the most hated rally” in history. Plus: what’s at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.
2006 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.