Markets & outlook · Podcast

Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI

It bundles a handful of the themes advisors are fielding client questions about right now: AI capex, credit conditions and market breadth. The chart segment offers a way to think about where strength in the market is concentrated, framed as one firm's commentary rather than a recommendation.

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Summary

By the markets & outlook desk

Josh Brown and Michael Batnick discuss Anthropic's S-1 filing, what they see happening beneath the surface of the stock market, and why Amazon's upcoming earnings could test the AI trade. They cover AWS growth, Amazon's AI spending and whether returns justify it, plus the rising cost of capital and tightening credit markets and what those mean for AI infrastructure. The episode closes with Brown's "Dirty Dozen" charts of strong stock charts, a stock pick from Batnick and a mystery chart.

Anthropic's S-1 filing is discussed as a major event.
Amazon's earnings are framed as a test of the AI trade, including AWS growth and AI spending.
The hosts discuss the rising cost of capital and tightening credit markets and what they mean for AI infrastructure.
Brown presents 12 strong stock charts dubbed the "Dirty Dozen," and Batnick makes the case for a stock.

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