Upvoted into the S&P
Summary
This episode covers Reddit replacing Avalon Bay in the S&P 500 and Sun Communities joining the MidCap 400. Nintendo shares rose after Pokemon Pocopia sales hit 5 million units, while Applied Materials dipped despite beating earnings estimates. The show also touches on U.S. sanctions against Iran, NVIDIA’s AI funding, and Globant’s stock drop following weak guidance.
Topics discussed
Welcome to Wall Street Breakfast
S&P 500 and MidCap 400 index changes
Pokemon Pocopia sales and Nintendo news
Applied Materials earnings report
Trending news: Iran, NVIDIA, and Ford
Market futures and commodity prices
Globant stock drop after earnings
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