The Joseph Carlson Show The Joseph Carlson Show

Google and Open AI battle it out over who has the lead. The SEC is upset about Roaring Kitty. Amazon is becoming the biggest retail company. Netflix is streaming live sports. Angry customers are boycotting Chipotle.

Meme stocks are back, Open AI has a big upgrade, Apple finds a new partner, and S&P Global is selling part of their business.

We discuss 3 quality stocks in a dip, Apple's failed ad, OpenAI's Google Search competitor, and Howard Schultz backseat driving Starbucks.



00:00 The Market Is Going Up

01:46 Portfolio Update

03:38 Adobe

13:05 MSCI

17:57 UnitedHealth Group

22:05 OpenAI Announces Search Engine

25:43 Apple Apologizes For New Ad

27:39 Starbuck's Old CEO Won't Let Go

00:00 Disney Earnings

05:22 Jim Cramer Covers Texas Roadhouse

21:15 Story Fund vs SPY update

00:00 Overview

02:26 Palantir

06:40 Realty Income Corp

10:09 Disney & Warner Bros. Discovery

15:56 Celsius

20:40 Crocs

24:44 Nikola

28:37 Ferrari

31:17 Uber

32:00 Shopify

36:17 Robinhood

37:45 Airbnb

40:10 AMC

This video is about stock market analysis and recent earnings reports. The speaker, Joseph Carlson, discusses Apple, Texas Roadhouse, Moody's, MasterCard and Sam Altman, the CEO of OpenAI.

The main focus is on Apple's announcement of the biggest stock buyback program in history, $110 billion. The speaker says that Apple has been the king of buybacks for years and this is not a new strategy. Apple's stock price went up significantly after the announcement. However, the speaker also questions whether this is a sign that Apple is no longer a high-growth company.