Raich: NKE Beat 'Not a Surprise,' CEG 'Positioned Well' for A.I. Adoption

October 1, 20255m 16s

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Show Notes

Nick Raich discusses Nike (NKE) after a better-than-expected earnings report. For the athleticwear company, he said "less bad is good on Wall Street" saying that Nike's expectations were low going into the report. Later, Nick examines the move higher in Constellation Energy (CEG) as nuclear energy gains continued interest to help meet the demands to power A.I. technology. He remains bullish on the A.I. trade in general, but does say Constellation's government exposure could be a short-term headwind amid the shutdown.

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