Speculation is at record highs—but don't panic

What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall.

In this episode:

• College tours with my daughter [1:17]
• Speculation is at record highs: What it means for investors [6:11]
• Big Tech must knock their earnings out of the park [9:31]
• What's driving the strongest retail buying in years? [12:40]
• The CSX railroad deal would be incredible for stocks [17:27]
• Amazon just cut capex—but it's not what you think [19:58]
• Is Boeing a buy on its pullback? [23:13]
• This stock will double as interest rates move lower [27:41]
• Big Tech is already getting a return on its AI investment [36:53]
• Save the date: Curzio Research's first conference! [40:41]

Conference Save the Date November 9–11:

Curzio Research is taking over the Pier Sixty-Six resort in Fort Lauderdale for our first-ever conference!

--Be the first to get the details as they're released: https://secure.curzioresearch.com/curzio-research-conference-2025/

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