Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25).<br /><br />Show Notes<br /><a href="https://seekingalpha.com/news/4531073-ai-stocks-sink-on-broadcom-oracle-worries?source=wsb_podcast:markets_react_earnings" target="_blank" rel="noreferrer noopener">AI stocks sink on Broadcom, Oracle worries</a><br /><a href="https://seekingalpha.com/news/4531060-trumps-cannabis-rescheduling-move-expected-monday?source=wsb_podcast:markets_react_earnings" target="_blank" rel="noreferrer noopener">Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC</a><br /><br />Episode transcripts: <a href="https://seekingalpha.com/wsb?source=wsb_podcast:markets_react_earnings" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a><br /><br />Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:markets_react_earnings" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="https://seekingalpha.com/subscriptions?source=wsb_podcast:markets_react_earnings" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.