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Thoughts On The Market | AI Spending: A New Engine For The Global Economy

episode

Thoughts On The Market | AI Spending: A New Engine For The Global Economy

Harry Kim

•

Jul 22, 2026

Big Tech on Deck, Congress Midterm To-Do List, and Cyclospora Outbreak 7/20/26

episode

Big Tech on Deck, Congress Midterm To-Do List, and Cyclospora Outbreak 7/20/26

Harry Kim

•

Jul 21, 2026

Cautiously Constructive

summary

Cautiously Constructive

Harry Kim

•

Jul 21, 2026

Closing Bell Overtime Getting Ready For Big Tech Earnings 7

episode

Closing Bell Overtime Getting Ready For Big Tech Earnings 7

Harry Kim

•

Jul 21, 2026

GM Lower 3M Pops Intel Rises

episode

GM Lower 3M Pops Intel Rises

Harry Kim

•

Jul 21, 2026

Mega Cap Earnings In Focus Your Next Move 7 20 26

episode

Mega Cap Earnings In Focus Your Next Move 7 20 26

Harry Kim

•

Jul 21, 2026

The AI Race Starship And Silicon Valleys Defense Bet

episode

The AI Race Starship And Silicon Valleys Defense Bet

Harry Kim

•

Jul 21, 2026

Thoughts On The Market   AI Spending: A New Engine For The Global Economy

episode

Thoughts On The Market AI Spending: A New Engine For The Global Economy

Harry Kim

•

Jul 21, 2026

Will Markets Keep Ignoring Iran Tensions?... And The AI Race to Supremacy 7/20/26

episode

Will Markets Keep Ignoring Iran Tensions?... And The AI Race to Supremacy 7/20/26

Harry Kim

•

Jul 21, 2026

Cautiously Divided

summary

Cautiously Divided

Harry Kim

•

Jul 20, 2026

Chinas Moonshot Netflix Slump Greylock $1.5B Bet

episode

Chinas Moonshot Netflix Slump Greylock $1.5B Bet

Harry Kim

•

Jul 20, 2026

Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26

episode

Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26

Harry Kim

•

Jul 20, 2026

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