Allie Canal

speaker

325 appearances 4 recordings 1 series first heard Jul 2026 last heard 4d ago

Allie Canal’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.

Appearances

newest first · ▶ plays the moment

Here's the Scoop · What’s Fueling the Washington Wildfires; SpaceX’s Wild Ride on Wall Street · 6 Aug 2026 podcast

Now, we're in the thick of earnings season.

And historically, earnings are a big driver of stock market gains.

And

This week, we heard from Caterpillar, for example, a big manufacturing equipment giant.

And they said the build-out of AI data centers is fueling demand for its equipment.

Caterpillar is a major DAO component, which is one of the reasons why we saw the DAO hit a record high.

Right.

So it's kind of a trickle-down.

Trickle-down effect.

And then you hear from a company like Palantir, a defense contractor very seeped in the AI story.

They reported blowout earnings.

Their stock jumped 30%.

Wow.

And then that had a ripple effect through the chip stocks.

And that's one of the reasons why the S&P 500 hit a record high.

So even though AI can cause a lot of anxiety among investors, and clearly that was the case with SpaceX, if you are showing improvements in AI in spending trends, investors will reward you for AI.

So it's that double-edged sword right now happening in markets.

Yeah.

Yeah, and the AI story has been described in different phases.

Initially, it was all about NVIDIA, those processors, the chips.

Showing 201–220 of 325 · page 11 of 17