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/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li