Barron's Live Two Months to Go
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Nov 4, 2025 Josh Schaefer is a reporter and editor for Barron's Investor Circle, specializing in stock picks and market insights, while Al Root serves as an associate editor, offering valuable market analysis. They dive into intriguing discussions about the implications of big tech earnings and AI spending. The duo assesses Powell's influence on rate expectations and debates the risks of a narrow market rally. They also explore earnings trends, future stock performances for notable companies like Palantir and Uber, and whether gold remains a solid investment choice amidst ongoing market fluctuations.
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Join Live Q&As To Learn Stock Picks
- Use community engagement and live Q&As to deepen stock understanding.
- Barron's Investor Circle offers weekly stock picks, comment threads, and live video Q&A for members.
Earnings Are Good But Expectations Are High
- MAG-7 companies together grew gross profits ~23% year over year, supporting the market.
- Earnings beats are broadening, but companies now need to exceed already-high expectations to spike stock moves.
Palantir Rally Is Narrative, Not Earnings
- Palantir's huge run is sentiment-driven, not current fundamentals.
- The stock trades at very high forward multiples, so earnings surprises may not justify the valuation.