Josh’s “Dirty Dozen” Stock Charts | WAYT?
The episode ties market internals, the AI trade and financing conditions into a single stock-chart discussion. For wealth professionals, it offers a compact look at themes clients may ask about, including AI spending and the cost of capital.
Summary
By the markets & outlook deskJosh Brown and Michael Batnick discuss Anthropic’s S-1 filing, what is happening beneath the surface of the stock market, and why Amazon’s upcoming earnings report could test the AI trade. They cover Amazon’s AWS growth and AI spending, plus rising cost of capital and tightening credit markets. The episode also includes Josh’s “Dirty Dozen” stock charts, Michael’s case for a stock, and a mystery chart.
- Anthropic’s S-1 filing is discussed.
- Amazon earnings are framed as a major test for the AI trade.
- The episode covers rising cost of capital and tightening credit markets.
- Josh presents 12 strong stock charts called the “Dirty Dozen.”
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