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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