{"podcast":{"title":"Market Insights","slug":"market-insights-3596811","podcast_index_feed_id":3596811,"rss_url":"https://anchor.fm/s/4b564b04/podcast/rss","website_url":"https://insigneo.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/12539465/12539465-1779473383417-077347ed96326.jpg","author":"Insigneo","episode_count":340,"summary":"Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today. Important Disclosures: https://lp.insigneo.com/marketing-disclosures/","last_synced_at":"2026-09-09T04:29:34.850204+00:00","page_url":"https://stenobird.com/podcast/market-insights-3596811"},"episode":{"title":"Ganancias de IA y CPI: Super Micro y CoreWeave","slug":"ganancias-de-ia-y-cpi-super-micro-y-coreweave","published_at":"2026-08-12T13:09:00+00:00","page_url":"https://stenobird.com/podcast/market-insights-3596811/ganancias-de-ia-y-cpi-super-micro-y-coreweave","show_page_url":"https://stenobird.com/podcast/market-insights-3596811","url":"https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/Ganancias-de-IA-y-CPI-Super-Micro-y-CoreWeave-e3nafqs","audio_url":"https://anchor.fm/s/4b564b04/podcast/play/124124444/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-12%2F429706251-44100-2-a22ecfd19f88a.m4a","summary":"En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz revisaron el reporte de CoreWeave, la "neocloud" que crece a gran velocidad gracias a contratos con Meta y Anthropic, aunque financia su expansión con una deuda cada vez más costosa. También analizaron el reporte de Super Micro, que sorprendió con un beneficio muy por encima de lo esperado pese a un miss en ingresos y advirtieron sobre las tensiones de caja y la concentración de clientes detrás de esas cifras. Por último, explicaron los datos de inflación del mes de Julio que salen en línea con las expectativas aliviando la tésis de subida de tasas.","meta_description":"En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz revisaron el reporte de CoreWeave, la \"neocloud\" que crece a gran velocidad gra…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1072,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/market-insights-3596811/episodes/ganancias-de-ia-y-cpi-super-micro-y-coreweave/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/market-insights-3596811/ganancias-de-ia-y-cpi-super-micro-y-coreweave.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}