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On this episode of The Weekly Wrap, Steve Eisman covers a pivotal week in markets. Google raised its AI capex to $205 billion, posted negative free cash flow, and saw its stock fall 7%, while Tesla was also down 14.5%. Steve also covers results from GE Vernova, Lockheed Martin, Moody's, Blackstone, and ServiceNow. He closes with two mailbags: One on whether banks belong in a portfolio that's already full of AI exposure, and one explaining the mechanics of the funding short.

00:00 - Intro

02:39 - Iran War Updates

03:00 - Moonshot Launches Kimi

03:25 - SpaceX

03:35 - Domino's & the K-Shaped Economy

04:24 - Equifax

06:18 - GM

06:50 - Northrop Grumman & Lockheed Martin

07:51 - GE Vernova

09:12 - Moody's

09:58 - Google

10:54 - Tesla

11:38 - IBM

12:27 - ServiceNow

13:29 - Blackstone

14:38 - The AI Story Has Shifted

15:56 - Intel

16:13 - Mailbag: Bank Stocks

18:06 - Mailbag: Shorting a Stock

19:25 - Outro

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman

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