Big tech earnings: a mixed bag for 2026

The podcast dives into recent movements in commodities and tech, noting gold and silver's exceptional price swings amid profit-taking and speculative trading. Big tech firms reveal steady profits but face cautious market reactions as expectations rise, driven in part by AI's anticipated influence. AI advancements are seen as easier for large companies to adopt, enhancing productivity and potentially reducing jobs, a shift that may primarily affect hiring rather than result in massive layoffs.