Paisley Nardini, Chief Investment Strategist at Tema ETFs, reads fourth quarter guidance as the first time since 2022 that the Magnificent Seven’s earnings decelerate while the other 493 accelerate, and says the peak in capital expenditure arrives in the next 12 to 18 months. David Wagner of Aptus Capital Advisors does not believe in the baton pass and explains why the arithmetic does not work. Her clarification is the part worth staying for: investment can keep rising while its growth rate decelerates. Turney Duff hosts.
Watch the full stream: https://youtube.com/live/TnsIIH0jqsA
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 Everything is being swept up in the selloff, except Apple
1:14 The first time since 2022 that the handoff shows up in guidance
2:20 Why one manager does not believe the baton pass
3:37 Where the air pocket comes from
4:50 The market cares about fundamentals again
5:52 The Goldilocks problem, and what nobody can forecast
#MagnificentSeven #AIStocks #StockMarket #MarketHang #YahooFinance
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