Media Summary: John Allen thinks people are missing the potential reversal of corporate tax cuts. He discusses the enormous Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in Ivana Delevska, founder and chief investment officer for SPEAR Invest, joins Bloomberg to talk about the trend of
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John Allen thinks people are missing the potential reversal of corporate tax cuts. He discusses the enormous Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in Ivana Delevska, founder and chief investment officer for SPEAR Invest, joins Bloomberg to talk about the trend of Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the CNBC's Deirdre Bosa joins 'Money Movers' to report on the battle over There is a noticeable shift in sentiment around hypercalers'
The 2026 financial crash has already begun. While the mainstream media remains focused on Google, Meta, Microsoft, and Amazon just announced $131 billion in Q1 2026 Oracle fell more than 10% in extended trading after reporting a jump in spending on Gene Munster, Deepwater, joins 'Fast Money' to talk his takeaways from the recent slate of Big Tech quarterly results. Roundhill Investments CEO Dave Mazza discusses the
