Investors Are Missing The Best Opportunity In Years

The Joseph Carlson Show · Jul 27, 2026 · 44:27

0:0044:27

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00:00 Introduction

03:01 PayPal Stock

08:33 S&P Global Earnings

12:36 Visa and Mastercard

17:16 FICO and Robinhood

19:38 Meta and Microsoft Earnings

27:05 The Three Layers of AI

37:05 ASML and China’s Chip Machines

39:11 AI, Hiring, and the Future of Jobs

41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem