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Episode 82 | Big Questions for Big Tech Amidst Market Uncertainty
In Episode 82 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines year-to-date performance across major indexes, the role of AI in driving volatility and price discovery, and current headlines that are defining the market. He discusses long-term strategic questions facing big tech companies, including Amazon’s significant AI capital expenditures and AMD’s multi-year deal with Meta. In macro news, Lake reviews moderating inflation, tariff uncertainty following the recent Supreme Court decision, and persistently high Treasury yields, which are…
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