Stockreport
Life After Mag 7 [Seeking Alpha]
Last apple inc. earnings: 4/30 04:30 pm
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US:NASDAQ Investor Relations: investor.apple.com
Free cash flows at key tech names like ORCL and META have rolled over, and rising CDS levels suggest the market is questioning AI investment payoffs. Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' and is shifting focus toward healthcare and medical device sectors. Yield curve flattening and global rate dynamics imply back-end US rates may remain elevated, challenging consensus expectations for rapid declines. We Are/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45). Transcript Rena Sherbill: Very excited to welcome back Michael Kramer, who writes under Mott Capital Management and who runs the investing group on Seeking Alpha called Reading The
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