Meta's stock repurchases have plummeted due to increased capex spending.
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Stock Market WARNING *JUST* Issued by Citi & Goldman
Meet KevinMay 17, 2026
The creator discusses warnings from Citi and Goldman Sachs regarding inflation risks and a potential strong dollar impacting companies like Apple. He notes technical warnings from Applied Materials, suggesting "tech fatigue," and expresses skepticism about the Cerebrus IPO due to its financial structure. The creator also touches on the potential impact of the SpaceX IPO on hardware spending and institutional interest.
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Google's stock repurchases have plummeted as they prioritize capex spending.
Robinhood was considered overvalued at $160, with a fair price estimated around $69.
Boeing stock fell due to a downsized deal with China, indicating a lack of significant progress.
SpaceX IPO is anticipated, with potential for data center business growth, but the market seems overheated.
A stronger dollar could negatively impact Apple's earnings due to its significant international sales.
Applied Materials' earnings beat did not lead to a strong post-market rally, signaling potential tech fatigue.
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HOOD
sell opened May 17, 2026
-14.29%