Cameron Dawson on SPCX, Market Weeble Wobble

With the S&P 500 (SPX), Dow Jones ($DJI) and Russell 2000 (RUT) hitting all-time highs, Cameron Dawson joins Morning Movers to dissect the market conditions leading to the rise. She looks at the Mag 7 group with a 33% weighting in the SPX as a key group, particularly Alphabet (GOOGL) with notable investments in new AI companies. On the overall earnings season, Cameron cautions investors that 2027 earnings forecasts could be nearing a peak. Later, she weighs in on SpaceX (SPCX) after its first earnings report as a publicly traded company.

Morning Movers

05 Aug 2026

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