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On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. Steve breaks down rising inflation concerns, the growing risks in private credit, and key earnings reactions from companies including Cisco, Coinbase, Toast, Block, Expedia, Trade Desk and CoreWeave.
00:00 - Intro
00:50 - Sign Up For The Real Eisman Playbook Premium
05:50 - Trump Rejects Iran's Peace Proposal
06:10 - Signs of Frothiness in the Market
08:07 - More Inflation Signs
08:42 - Ebay Rejects GameStop
09:00 - More Bad News in Private Equity
12:17 - Payments: PayPal, Fiserv, Toast, Bill, & Block
14:14 - Expedia
14:45 - The Trade Desk
15:20 - CoreWeave
15:56 - CoinBase
16:24 - Constellation
17:10 - Cisco
18:06 - Aevex
18:28 - Mailbag: FICO's Scoring Monopoly
20:00 - Outro
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