Caroline Hyde / Ed Ludlow
speaker
420 appearances
1 recordings
1 series
first heard Apr 2026
last heard 8 Apr
Caroline Hyde / Ed Ludlow’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
This is a record move.
At one point, it had fallen as much as 17% on the international contract.
But let's get out to the latest with Tyler Kendall, who stands by in the White House.
And Tyler, look, we are hopeful, but there are signs of concerns.
Look, markets are certainly higher after the ceasefire has really boosted morale on Wall Street.
Now, the analyst's take, Dan Ives, over at WebBush, says the recent geopolitical tensions had pushed tech into oversold territory, especially across the Mag7, software, broader AI winners.
He sees room for a rebound.
On the buyer's side, let's get the take.
Look, Dane, Goldman Sachs asset management, who is leading on the bullishness
pointing to AI CapEx saying, stronger for longer.
Brooke, I'm so happy to have you here because there is fragility, but there is also potential to start buying some beaten up stocks.
What do you make of today's news?
So first, thanks for having me on.
It's great to be here today.
So our perspective is that investors need to be focused on the size and the magnitude of this shift that we're seeing.
And our baseline forecast, when we do our bottoms-up work,
continue to point to acceleration in CapEx spending and it being durable for much longer.
So we feel like investors need to have exposure to the companies that are directly benefiting from that.
I don't think there's any question in anyone's mind right now as you're seeing these latest models come out about how impactful they're going to be, how much they're going to change, how much they're going to be able to do.
And so, while there's uncertainty about how, you know, which sectors get impacted and which ways and how it all plays out, fundamentally, right now, we're in the start of what's going to be a multi-year CapEx build-out, and investors need exposure to that.
Showing 41–60 of 420 · page 3 of 21
← Previous
Next →