Oct 12, 2026 · 38 min · 17 segments
Earnings season is beginning, and the biggest question for markets is whether investors will keep rewarding companies for massive AI spending or start demanding proof that the buildout can actually…
It's Chuck, Mike, and Tucker with you here, and as we kick things off on, uh, Columbus Day, we've got, uh, one of these weird days where stock market is open, the bond market is closed-
Yeah, which is, d- do they just hold enough cash to be able to satisf- yeah, I guess that doesn't really matter, right.
I, uh, again, it's, it's just one of those things where it's how it works and it's fine.
But, uh, the, the big story that we've got is this week is the start of earning season.
And it's, uh, it, it's exciting that we're finally into earning season because, honestly, like the news flow for the last month, it's been just kinda like...
But I- I'm particularly interested because of what we saw last week, uh, from some of the companies that are on the early side of the, uh, the reporting list.
You know, we're, we're talking about companies like Delta and so forth, where, okay, they're starting to give us some clues as to what's going on.
but y- you sit there and you say, "Okay, like, there, there's some signs of a couple things." The first is continued inflation.
The second is that people are continuing to pay those higher inflated prices, and-
Yeah, I mean, again, like you look at the da- who we've had report, and it's, it, it's more on the consumer side of things.
And I think the, the third piece is, okay, is that going to be able to continue? And this is the place where, again, so far, and again, very, very small number of companies and a small number of areas, the question is a little bit more ambiguous as far as, yeah, we don't really know.
It's Chuck, Mike, and Tucker with you here, and as we kick things off on, uh, Columbus Day, we've got, uh, one of these weird days where stock market is open, the bond market is closed-
Yeah, which is, d- do they just hold enough cash to be able to satisf- yeah, I guess that doesn't really matter, right.
I, uh, again, it's, it's just one of those things where it's how it works and it's fine.
But, uh, the, the big story that we've got is this week is the start of earning season.
And it's, uh, it, it's exciting that we're finally into earning season because, honestly, like the news flow for the last month, it's been just kinda like...
But I- I'm particularly interested because of what we saw last week, uh, from some of the companies that are on the early side of the, uh, the reporting list.
You know, we're, we're talking about companies like Delta and so forth, where, okay, they're starting to give us some clues as to what's going on.
but y- you sit there and you say, "Okay, like, there, there's some signs of a couple things." The first is continued inflation.
The second is that people are continuing to pay those higher inflated prices, and-
Yeah, I mean, again, like you look at the da- who we've had report, and it's, it, it's more on the consumer side of things.
And I think the, the third piece is, okay, is that going to be able to continue? And this is the place where, again, so far, and again, very, very small number of companies and a small number of areas, the question is a little bit more ambiguous as far as, yeah, we don't really know.
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