# This could be an ugly earnings season

Page: https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491/this-could-be-an-ugly-earnings-season
Text version: https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491/this-could-be-an-ugly-earnings-season.md
Podcast: [Wall Street Unplugged - What's Really Moving These Markets](https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491)
Published: 2026-07-16T19:30:00+00:00
Episode link: https://www.curzioresearch.com/
Audio file: https://traffic.libsyn.com/secure/sainvestorradio/CR-WSU-EP1373-260716.mp3?dest-id=11995
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JSON: https://stenobird.com/v1/public/podcasts/wall-street-unplugged-what-s-really-moving-these-markets-7561491/episodes/this-could-be-an-ugly-earnings-season
Duration seconds: 3521

## Resource

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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