AI Stocks, Earnings & Economic Signals: Navigating the Market’s Crossroads | BNN Bloomberg

Brianne Gardner, Senior Wealth Manager at Velocity Investment Partners, Raymond James, joins BNN Bloomberg to break down key takeaways from Q2 earnings, investor sentiment amid AI-driven rallies, and what economic cracks could mean for portfolios moving forward.
Earnings Season Snapshot
→ 80% of S&P 500 companies reported, with blended growth tracking above 10%
→ Shopify beats expectations, signals mid-to-high 20% revenue growth in Q3
→ Investor mood stays optimistic, despite valuation concerns in tech
→ Why selectivity remains crucial in high-growth names
AMD vs NVIDIA: AI Chip Competition
→ AMD Q2: Revenue beat, earnings miss, inventory charge from China restrictions
→ $1.5B in potential delayed revenue tied to resumed China exports
→ Margins pressured but outlook improving
→ NVIDIA still favored for leadership in AI data center expansion

AI & Big Tech: What Investors Are Watching
→ AI-linked companies remain market drivers, but expectations are high
→ Valuation risk rising in high-flyers like Shopify and AMD
→ How geopolitical moves (Trump–China trade) are reshaping chip sector dynamics

Consumer Health & Economic Signals
→ Mixed signals from companies like Disney and McDonald’s
→ Disney gains from ESPN equity deal and strong theme park attendance
→ Watching consumer discretionary spending as data weakens
→ Why discretionary sectors could be most vulnerable in a downturn

Velocity’s Strategic Positioning
→ Favoring quality in AI with tactical tech exposure
→ Monitoring consumer trends and economic cracks
→ Looking for pullbacks in overstretched valuations for reentry
→ Active portfolio management and multi-sector diversification

Connect with Velocity Investment Partners:
Website: velocityinvestmentpartners.ca
Instagram:   / velocityinvestmentpartners  

For personalized financial planning and portfolio management: https://www.velocityinvestmentpartner...

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