Podcasts about ai boom

A lot of AI technology may not work very well, but providing consumers with reliable information was never its major commercial promise. Investors have poured billions into generative AI because of the promise that it will eliminate jobs on a massive scale. Tech journalist Brian Merchant joins Kelly to discuss how the AI boom is being used to displace workers, degrade information, expand surveillance and strengthen state violence—and why this brittle corporate project can be disrupted.

Our guest on the podcast today is Brett Arends. Brett has been a columnist for MarketWatch, The Wall Street Journal, and other Dow Jones publications since 2007. His regular column for MarketWatch is called ROI, and he has also written for SmartMoney, TheStreet.com, and the Boston Herald. In addition, Brett has written several books including Storm-Proof Your Money: Weather Any Economy, Rebuild Your Portfolio, Protect Your Future. Brett took a double first in history at Cambridge University and did postgraduate research at Oxford University. He's also a chartered financial consultant. Episode Highlights 00:00:00 Financial Journalism Origins and Early Stock-Picking Lessons 00:11:12 Comparing the AI Boom to Dot-Com Bubble 00:21:53 Diversification, Index Funds, and AI Bubble Risk 00:26:25 Why Private Securities Are a Bad Deal 00:33:09 Why TIPS Are Attractive Under Rising Inflation 00:38:10 Generating Retirement Income and Immediate Annuities 00:45:35 Social Security and Policy Risks More From Morningstar GQG: Why We Are Still in an AI Stock Market Bubble Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market' How to Use TIPS in Your Portfolio If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cory Johnson, chief market strategist at Epistrophy Capital Research, analyzes SpaceX's business model and revenue streams, examines the company's AI capabilities compared to its competition and previews the upcoming OpenAI and Anthropic IPOs. Cory also takes a closer look at the impact Elon Musk has on his companies and what that means for the stock price. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it.Join us in Edinburgh for Fringe Festival! https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webbSee omnystudio.com/listener for privacy information.

AI infrastructure is changing the economy faster than most people understand, and the real story is bigger than Nvidia, SpaceX, TSMC, or data centers. In this video, I'm breaking down the AI boom, chip demand, data center power, water usage, SpaceX valuation, China's AI infrastructure race, tariffs, inflation, grocery debt, and why I believe investing is one of the only ways everyday people can fight back financially.The Dark Side Of The AI Boom Nobody Wants To ExplainJoin our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.

A sharp sell-off in AI stocks sweeps across Asia. India joins a select group of countries running hydrogen-powered trains. And Netflix shares fall after its latest outlook disappoints investors. Presenter: Leanna Byrne Producer: Victoriya Holland Editor: Josh Martin

Semiconductor stocks are sliding again as investors question whether the AI trade has moved too far, too fast.Chuck Zodda and Mike Armstrong break down why chip stocks are seeing another sharp pullback, how margin calls in South Korea show the risks of leveraged bets on semiconductors, and why a new Chinese AI model is raising fresh questions about pricing pressure across the AI industry. They also discuss corporate insiders selling stock at a near-record pace, Google's delayed Gemini rollout, Netflix's slowing growth and weaker content outlook, rising oil and gas prices, and why the World Cup is giving Boston bars a major sales boost.

July 17, 2026 ~ Erik Nordman, professor in the Department of Agricultural, Food & Resource Economics at Michigan State University, joins the show to discuss whether the current ‘AI Boom' is testing the limits of U.S. infrastructure and whether it will work itself out economically. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

San Francisco's housing market just broke reality. While the mainstream media was busy writing the city's obituary, the AI money tsunami quietly reversed the so-called "doom loop" — but not for anyone you know. Over 140 homes sold for at least a million dollars OVER asking price in the first half of 2026 alone, with bidding wars erupting across Noe Valley and Pacific Heights like it's 1999 on steroids.This is Gavin Newsom's California in miniature: a city that's recovering at the very top while everyone else gets priced out of existence. Tech executives flush with Anthropic, OpenAI, and xAI equity can absorb a half-million-dollar stock correction and still write a seven-figure check without blinking. For the rest of California — teachers, nurses, small business owners — those homes might as well be on the moon. A Compass economist called the market "bananas." That's the polite word for it.Meanwhile, across the country's other liberal tech hub, Washington State is charting the exact opposite trajectory. Microsoft layoffs are piling up, the progressive wealth tax is pushing millionaires out the door, and Seattle's upper-end buyer pool is quietly draining south. Two cities, two progressive governments, two very different outcomes — and one of them is getting precisely what it voted for.Subscribe to @reasonablenews for daily conservative news commentary from the Pacific Northwest. Sean covers the stories the mainstream media ignores — hit the notification bell and we'll see you in the next episode.#SanAntonio #MinimumWage #TexasPoliticsGO PREMIUM WITH REASONABLE+ FOR UNCENSORED ACCESS

The AI and chip boom forces Korea to hike rates for the first time in more than three years, with more to come. US retail sales are resilient in June, and ANZ Research shifts its rate hike call for the Reserve Bank of India back to December from August. In our deep-dive interview, ANZ Economist Dhiraj unravels India's conundrum of a record-low core inflation at a time of strong growth. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Market update for Wednesday July 15, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why cooler CPI and PPI inflation data is easing fears of another Fed rate hikeKevin Warsh's promise of a “regime change” at the Federal ReserveASML's blowout earnings and what its order book says about the AI boomSamsung and DeepSeek could be among the next major AI-related companies headed to public marketsPayPal's $53 billion takeover offer Lucid's bankruptcy rumorWhy New York is temporarily blocking large data centers

In this week's Stansberry Investor Hour, Dan welcomes Marko Papic back to the show. Marko is the chief strategist and head of GeoMacro at BCA Research, a global investment research firm.   Marko kicks things off by discussing the "second derivative of AI capex," which signals the beginning of the end of the AI boom. Due to tension in the Middle East potentially starting to ease up, the market is nearing the peak of the "Wall of Worry," and as a result, investors could lose a component that helps fuel the current rally. Additionally, Marko says that AI is inflationary. It takes labor, copper, and electricity to construct and run a data center, and with oil prices not likely to return to the levels they were at before the conflict at the Strait of Hormuz, that will just compound the inflation. Marko details what you can expect from the "endgame" of the Hormuz blockade. (0:00)   Next, Marko delves into oil prices and demand. He says that the conflict is starting to give several impressions to other countries after this passes. The first is that the U.S. creates demand when it has a desire to obtain resources and seeks them out. Countries will then start hoarding them as a means of securing them. The second impression the conflict shows is that our allies might not be able to rely on us in a prolonged conflict. Marko says that the raid in Venezuela earlier this year and the Strait of Hormuz situation were both supposed to be short-term incidents. The U.S. did not intend for the blockade to last as long as it has. So in the event of a drawn-out conflict, our allies might have second thoughts about asking for aid. However, even if we are shut out, Marko says America is integrated into the global infrastructure. (18:24)   Finally, Marko sums up the three main reasons why an "inflationary brew" is developing for data centers. The first is that Federal Reserve Chair Kevin Warsh might not be as dovish as hoped prior to entering the role. And it doesn't seem like President Donald Trump will do much to deter him from raising interest rates. That will make building data centers more expensive. The second is that the major AI IPOs are creating a massive supply with little liquidity. With many individual investors primarily having exposure to the S&P 500 Index, they'll be gaining exposure with their 401(k)s but won't be actively buying or selling them, resulting in stagnancy. And lastly, AI capex is slowing down since it's not feasible to build as many data centers as these companies desire. (36:06)

US banks see supersized profits as dealmaking streak continues, but will US households feel any richer after inflation data showed gasoline prices at the forecourt eased for drivers. Video conferencing app Zoom has predicted a three-day working week as AI boosts worker productivity...but do bosses agree? And what will the fallout be for Paramount and Warner Brothers after their media mega-deal hit a regulatory roadblock?

Ballast Rock Founder and CEO Tom Carroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. He also examines the shortage of affordable rental housing in the U.S., explaining how high construction costs and elevated interest rates have squeezed supply, while advances in manufactured homes could help address the crisis.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

AP correspondent Charles de Ledesma reports China's June exports have surged 27% from a year earlier as an AI boom drives strong demand.

In this week's Stansberry Investor Hour, Dan welcomes Marko Papic back to the show. Marko is the chief strategist and head of GeoMacro at BCA Research, a global investment research firm.   Marko kicks things off by discussing the "second derivative of AI capex," which signals the beginning of the end of the AI boom. Due to tension in the Middle East potentially starting to ease up, the market is nearing the peak of the "Wall of Worry," and as a result, investors could lose a component that helps fuel the current rally. Additionally, Marko says that AI is inflationary. It takes labor, copper, and electricity to construct and run a data center, and with oil prices not likely to return to the levels they were at before the conflict at the Strait of Hormuz, that will just compound the inflation. Marko details what you can expect from the "endgame" of the Hormuz blockade. (0:00)   Next, Marko delves into oil prices and demand. He says that the conflict is starting to give several impressions to other countries after this passes. The first is that the U.S. creates demand when it has a desire to obtain resources and seeks them out. Countries will then start hoarding them as a means of securing them. The second impression the conflict shows is that our allies might not be able to rely on us in a prolonged conflict. Marko says that the raid in Venezuela earlier this year and the Strait of Hormuz situation were both supposed to be short-term incidents. The U.S. did not intend for the blockade to last as long as it has. So in the event of a drawn-out conflict, our allies might have second thoughts about asking for aid. However, even if we are shut out, Marko says America is integrated into the global infrastructure. (18:24)   Finally, Marko sums up the three main reasons why an "inflationary brew" is developing for data centers. The first is that Federal Reserve Chair Kevin Warsh might not be as dovish as hoped prior to entering the role. And it doesn't seem like President Donald Trump will do much to deter him from raising interest rates. That will make building data centers more expensive. The second is that the major AI IPOs are creating a massive supply with little liquidity. With many individual investors primarily having exposure to the S&P 500 Index, they'll be gaining exposure with their 401(k)s but won't be actively buying or selling them, resulting in stagnancy. And lastly, AI capex is slowing down since it's not feasible to build as many data centers as these companies desire. (36:06)

AI stocks have driven massive market gains, but are investors ignoring the warning signs? In this week's show, we examine the evidence behind the AI bubble debate, including:   - extreme market concentration - rising debt tied to AI infrastructure - spending that far exceeds revenue, - why some legendary investors are sounding the alarm  Most importantly, we go over what near-retirees and retirees can do to protect their portfolios and create reliable income even if the AI boom loses momentum. Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

This episode covers the Naavik Digest newsletter published on Sunday, July 12th. In today's issue, we evaluate the memory boom's effect on the present and future of gaming hardware.You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/the-ai-boom-is-repricing-gaming-hardware-and-rewiring-the-console-businessMeet with Naavik at Gamescom: https://naavik.typeform.com/to/qE3Yw6pa?typeform-source=www.dropbox.com India's State of Play report: https://mixiglobalinv.com/report/upload/indias-state-of-play-260708.pdf Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us/ Let us know what you think by sending us a note at podcast@naavik.co.Watch our episodes: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.

This week, Dave Spano and Dr. Brian Jacobsen connect the dots between a cooling, but still resilient, U.S. economy, the latest labor market data, and the global forces shaping the next investment cycle. From AI-powered growth stories and geopolitical tensions in key energy corridors to the winners and losers emerging across the world economy, they explain what investors should be watching now. Plus, a look at the Federal Reserve's evolving playbook, the new Trump Accounts initiative, and managing multiple accounts (and you might not need them all).

Did you ever wonder why so many people didn't get out before the dot-com crash? It's an important question to ask yourself, especially if you believe you'll know exactly when to get out before any potential correction in today's AI and semiconductor stocks.   The reality is that the dot-com bubble burst only 25 years ago. Human nature hasn't changed since then. Investors today are no smarter than investors were back then, and the same emotions that drove the bubble are showing up again. There were four major reasons so many people lost money during the tech bust.   The first was that investors stopped focusing on earnings and price-to-earnings ratios. Instead, they justified sky-high valuations by looking at metrics like website traffic, page views, click-through rates, and the number of "eyeballs" on a screen. The assumption was that if revenue kept growing, profits would eventually follow. Many ignored the reality that businesses also have expenses, competition, and execution risk.   The second reason was FOMO or the fear of missing out. Between 1995 and 2000, the Nasdaq surged roughly 400%. As people watched friends, coworkers, and investors make fortunes on tech stocks and IPOs, more and more money poured into the market. Institutional investors and retail investors alike stopped worrying about valuations. They simply saw stocks going up and didn't want to miss the ride.   The third reason was the belief that "this time is different." You heard it everywhere: "You just don't get it. This is the new economy." Investors argued that traditional valuation metrics no longer mattered because the only thing that counted was gaining market share. Profitability could always come later.   The fourth reason was the assumption that capital would never dry up. Few investors paid attention to where companies were getting their money. Many businesses were surviving on venture capital rather than sustainable profits. When funding slowed and investors became more selective, those companies had no profitable business model to fall back on. Many quickly went bankrupt.   At the peak of the bubble, investors stopped asking basic questions. What am I paying for this company's earnings? What am I paying for its cash flow? In many cases, there weren't any. Yet investors convinced themselves the speculative frenzy would continue indefinitely.   The biggest lesson is a humbling one. We like to believe we'll recognize the top and get out before everyone else. But investors in 2000 believed the same thing. Human psychology hasn't changed, which is why bubbles continue to repeat throughout history.   Don't Build That Data Center in My Backyard The race to build AI infrastructure is running into an obstacle that many investors probably didn't see coming: local communities.   Across the country, residents are protesting and filing lawsuits to stop new AI data centers from being built in their neighborhoods. One of the biggest concerns is something most people never think about, the constant noise. Data centers operate around the clock, with cooling fans, chillers, and backup generators creating a continuous hum 24 hours a day. That may not sound like a major issue until you have to live next to it.   New York has become one of the focal points of this debate. While the state has plenty of available land for development, many communities are pushing back. Governor Kathy Hochul is even considering legislation that would place a moratorium on the construction of large data centers in certain areas.   Public opinion reflects that growing resistance. According to recent polling, 44% of Americans oppose additional data center construction, while only 21% support it. When the question becomes more personal and whether people would support a data center being built in their own community, opposition jumps to 57%, while support falls to just 14%.   Residents also question the long-term economic benefits. Building a data center may create thousands of construction jobs, but once the facility is complete, permanent employment may fall to just 100 to 200 workers. At the same time, these facilities consume enormous amounts of electricity. In some regions served by smaller utilities, a single data center could account for as much as 25% of total power demand, raising concerns about higher electricity costs and increased strain on the grid.   The political landscape is becoming more challenging. Lawmakers in states including Arizona, Illinois, and Ohio have restricted or eliminated tax incentives that were previously used to attract data center investment.   Even the companies building this infrastructure recognize the growing risk. The hyperscalers are expected to spend nearly $1 trillion on AI infrastructure this year, but increasing public opposition could slow those plans. Nebius Group, for example, warned in its 2025 annual report that rising resistance to data center projects in certain communities could become a headwind for future expansion.   Investors have spent a great deal of time focusing on AI demand, chips, and software. However, another risk is emerging that deserves attention: if communities continue saying, "Not in my backyard," the pace of AI infrastructure growth may not be as smooth as many expect.   Is Crypto Weakening One of America's Most Powerful Weapons? One of the United States' greatest geopolitical advantages isn't its military, it's the U.S. dollar.   Roughly 90% of global foreign exchange transactions involve the U.S. dollar. That dominance gives the United States enormous leverage. When the U.S. imposes financial sanctions and cuts countries off from the dollar-based financial system, it becomes far more difficult for them to conduct international trade, finance military operations, or access global markets.   That advantage is beginning to erode. Countries that have long opposed the United States such as Russia, Iran, and North Korea are increasingly turning to cryptocurrencies to bypass traditional financial channels. According to reports, their use of virtual currencies for cross-border transactions surged from roughly $12.5 billion in 2024 to more than $100 billion in 2025.   Crypto gives sanctioned nations another way to move money. It can be used to purchase drones, weapons, military components, and fuel, while also helping finance operations such as smuggling oil and paying suppliers outside the traditional banking system.   North Korea has become one of the world's most aggressive crypto thieves, using hacking and other cybercrimes to steal digital assets that can then be converted into funding for its military and weapons programs.   Part of the challenge is that cryptocurrency wallets are identified by long strings of letters and numbers rather than names. While blockchain transactions are publicly visible, identifying the person or organization controlling a wallet can be extremely difficult without additional intelligence. That makes enforcement of financial sanctions much harder.   Even terrorist organizations such as Hamas have, at times, solicited donations in cryptocurrency, illustrating how digital assets can be used to circumvent traditional financial controls.   This is why I believe cryptocurrency has become more than just an investment story, it has become a national security issue.   If Bitcoin and other cryptocurrencies were to experience a significant decline in value, it would reduce the purchasing power of those holding large crypto reserves, including sanctioned actors that rely on digital assets. While it would not eliminate their ability to use crypto, it could make this alternative financial system less effective and increase the relative importance of the dollar-based financial system.   The stronger the role of the U.S. dollar in global commerce, the more effective financial sanctions remain as a non-military tool of foreign policy. With cryptocurrencies becoming more widely adopted, policymakers will need to consider the risk of weakening one of America's most effective forms of economic leverage.   Even with oil off its recent peak, you still may not see cheaper airline tickets. You might assume that with the decline in oil prices, jet fuel costs are also declining, and airlines will pass those savings on to travelers through lower ticket prices. Oil and jet fuel prices have indeed come down, but don't expect airlines to slash fares anytime soon.   The reason is simple: demand remains strong. Even after airlines raised fares eight times since the start of the conflict in the Middle East, analysts say the average round-trip domestic ticket climbed roughly 19% to about $638 yet demand barely changed. In other words, consumers have shown they are willing to pay higher prices to travel. If people keep buying tickets, airlines have little incentive to lower fares and give up those higher profit margins.   Supply is also likely to remain constrained. Airlines aren't rushing to add flights because keeping capacity tight helps support higher ticket prices. The bankruptcy and downsizing of low-cost carriers such as Spirit Airlines has also reduced competition on many routes, making it easier for the remaining airlines to maintain pricing power.   To be fair, airline pricing should be viewed over a longer time horizon. From 2019 through 2025, overall consumer prices rose about 26%, while average airfares actually declined roughly 3.5%. So, despite the recent increases, airline tickets are still relatively inexpensive compared with the broader rise in inflation over the past six years.   The bottom line is that lower fuel costs alone don't guarantee lower ticket prices. As long as travel demand remains healthy and airlines keep capacity in check, consumers may not see much relief at the checkout screen.   Letting Air Out of the Investment Portfolio Balloon Before It Pops At one point or another, we've all seen a balloon inflated until it finally bursts. The same thing can happen to an investment portfolio.   Watching your portfolio grow is exciting, but every investor knows that markets don't go up forever. The challenge is that no one knows exactly when a portfolio has become too inflated. One of the biggest reasons investors refuse to sell is simple: they hate paying taxes. Believe me, I dislike paying taxes just as much as anyone else. But you should never let the tax bill dictate your investment decisions.   Sometimes the smartest move is to relieve some of the pressure in your portfolio before the market does it for you. There are two simple ways to accomplish this: trim oversized positions and sell investments that have become significantly overvalued.   The first strategy is reducing concentration risk. If you review your portfolio and discover that a single stock has grown to 10% or 12% of your total assets, it may be time to trim that position back to 7% or 8%. Yes, you'll likely owe capital gains taxes, but you'll also be reducing the risk that one investment can have an outsized impact on your portfolio if it suddenly declines.   The second strategy is selling investments that have exceeded your target price and can no longer be justified based on their fundamentals. If the valuation has become stretched and the company's earnings outlook no longer supports the stock price, it may be time to take profits. Again, you'll probably owe taxes on the gain, but remember that capital gains are generally taxed at favorable rates. More importantly, paying a 20% or 25% tax on your profit is often far less painful than watching the entire investment lose 20% or more in value. That 20% decline occurs on the entire position rather than just the gain.   No strategy is perfect. You may trim a position only to watch it continue climbing for another year or two. That's part of investing. Risk management isn't about perfectly timing the top, it's about ensuring that no single investment or sector can seriously damage your long-term financial plan.   Consistently following a disciplined, conservative approach won't always maximize returns during bull markets, but it can significantly reduce risk over a full market cycle. When the next major correction inevitably arrives, your portfolio should be positioned to withstand it. That makes it far easier to stay invested, avoid emotional decisions, and continue building wealth instead of panic-selling after the damage has already been done.   Successful investing isn't just about finding great investments. It's also about knowing when to reduce risk. Sometimes, letting a little air out of the balloon today is the best way to keep it from popping tomorrow.   Is AI creating the next memory boom... or setting up the next bust? SK Hynix just pulled off the largest foreign ADR listing in U.S. history, pricing its American depositary receipts at $149 and raising $26.5 billion. That isn't just a fundraising event, it is fuel for one of the most aggressive semiconductor expansion plans the industry has ever seen.   The company is pouring money into new factories, equipment, and advanced packaging capacity around the world. In the United States, SK Hynix is building its first manufacturing facility, a $4 billion advanced packaging plant in West Lafayette, Indiana, expected to be completed in 2028.   Back home in South Korea, the spending is even more staggering. SK Hynix plans to invest up to $720 billion expanding memory production, including a $390 billion semiconductor cluster in Yongin. The company has also committed roughly $7.8 billion by the end of 2027 for additional extreme ultraviolet (EUV) lithography machines, the highly specialized tools needed to manufacture cutting-edge HBM chips. These machines cost as much as $400 million each, are in extremely limited supply, and are only produced by ASML. The company is even accelerating its expansion timeline by more than a decade, with four new fabrication plants now expected to be completed by 2033.   The question investors should be asking isn't whether AI demand is real. It clearly is. The real question is whether the industry is repeating a familiar pattern. Memory has always been one of the most cyclical businesses in technology. Every major technology revolution from the dot-com boom, to smartphones, to cloud computing created a surge in demand for memory chips. Manufacturers responded by rapidly expanding production. Eventually supply caught up, prices collapsed, profits disappeared, and investors who arrived late learned just how brutal the memory cycle can be.   Today feels different... but that is often what every cycle feels like while it is happening.   SK Hynix's market value has increased more than sevenfold over the past year as AI infrastructure spending has created a shortage of HBM. Revenue nearly tripled between 2023 and 2025 to roughly $65 billion, and Wall Street expects sales to surge again to approximately $235 billion in 2026.   Those are incredible numbers. But when major memory producers start announcing massive capacity expansions, history suggests investors should at least consider what happens when today's shortage eventually becomes tomorrow's surplus. AI may create years of strong demand for memory, but the semiconductor industry has a long history of building too much capacity just as demand begins to normalize. The opportunity is enormous, but so is the risk if history repeats itself.   Financial Planning: Simple vs Compounding Interest Loans Many people assume that choosing a simple interest loan over a compound interest loan will dramatically reduce the amount of interest they pay, but in most real-world lending situations, the difference is minimal. The reason is that the power of compounding only becomes significant when a balance grows over time because interest is being added to the principal. With most consumer loans, borrowers either make interest-only payments that keep the principal balance unchanged or make payments that reduce the principal over time. In either case, the interest charged during each payment period is based on the outstanding loan balance at that time, not on an ever-growing balance. Since the loan balance is remaining the same or steadily declining rather than increasing, there is little opportunity for “interest on interest” to accumulate. While compounding can become important if unpaid interest is capitalized and added to the loan balance, that is the exception rather than the rule. For most mortgages, HELOCs, auto loans, personal loans, and similar debt, borrowers should focus far more on the interest rate than on whether the loan is described as using simple or compound interest.   Too Many People Are Using Target Date Funds in Their 401(k) For years, we've discussed the drawbacks of target date funds, including their higher fees and one-size-fits-all approach. Despite those concerns, they remain incredibly popular because they are simple and require very little effort from the investor. According to Vanguard, 61% of 401(k) participants invest in target date funds.   On the surface, they sound like the perfect solution. If you plan to retire around 2045, you simply choose the 2045 Target Date Fund and let it manage your investments. The fund automatically adjusts your portfolio over time, gradually reducing your exposure to stocks and increasing your allocation to bonds as you approach retirement.   Many investors don't realize how significant that shift can be. By the target retirement date, a target date fund may hold around 50% of its assets in bonds. The adjustments don't stop there. Reaching the target year doesn't mean the fund is liquidated or that you receive your money. Instead, the fund continues along its glide path and could increase its bond allocation to 70% or even 80% over the following years.   That approach may have made sense decades ago, but retirement looks very different today. Many people will spend 20 years or more in retirement. Over that length of time, maintaining enough exposure to stocks can be critical to helping your portfolio grow and keep pace with inflation. A portfolio that becomes too conservative too quickly may struggle to provide the long-term growth many retirees need.   Another limitation is that target date funds only manage the assets inside your 401(k). They don't take into account your IRAs, brokerage accounts, pensions, real estate, or other investments. As a result, your overall portfolio allocation could end up being far different than what is appropriate for your financial goals.   The convenience of target date funds is appealing, but convenience shouldn't replace planning. A successful retirement requires understanding how your money is invested, estimating what your portfolio could be worth when you retire, and developing a strategy for how those assets will be invested throughout retirement, not just until you reach it.   Is That Really Your Son or Daughter Calling You? You know your children's voices. You talk to them regularly. Then one day you get a frantic phone call from your son or daughter. They tell you they've just been in a serious accident. They need $15,000 immediately or they're going to jail. They tell you exactly how to send the money. Without hesitation, you wire the funds because you want to help your child.   Unfortunately, you have just been scammed by AI. AI-powered scams are exploding. Reports show AI-related fraud surged more than 1,200% in 2025, and at the current pace, losses from AI scams in the United States could reach $40 billion annually by 2027. Another study found that one in four adults has already experienced an AI voice scam.   Your first reaction may be, "That could never happen to me. I don't post anything on social media." But the problem may not be your online presence. It's your children.   Many people regularly post videos on social media, and today's AI only needs about three seconds of someone's voice to create a convincing clone. Once scammers have that sample, they can make it sound like your son or daughter is saying almost anything.   So how do you protect yourself? If you receive an emergency call asking for money, don't panic. Before sending anything, ask a question that only you and your child would know the answer to. Make it something that has never been shared publicly.   For example, ask about a funny childhood memory that only the two of you remember. Don't use information like birthdays, graduation dates, wedding dates, or other facts that could be found online or in public records. Remember with all these data centers there is so much information that is being obtained and saved but used for the wrong purposes.   Even better, establish a family safe word or passphrase today. Choose something simple that everyone can remember but that would never appear online.   If you ever receive one of these calls, ask for the safe word. If they can't provide it, assume it's a scam until you can verify the situation by calling your child directly or contacting another trusted family member.   As AI continues to improve, these scams will only become more convincing. The same technology powering innovation is also giving criminals new tools to exploit unsuspecting families. Stay alert. Verify before you trust. A few extra minutes could save you thousands of dollars and a great deal of heartache.   Is It Boom or Bust for Micron? It is hard to argue with Micron's incredible stock performance. Through July 2, the shares were up 242% year to date and an astonishing 701% over the previous 12 months. Even after recently falling about 22% from their peak, investors are still debating whether the company has much more room to run.   The good news is that Micron has locked in 15 new customers under long-term supply agreements, with some contracts extending as long as five years. Many of these agreements include customer deposits, giving the company excellent revenue visibility and reducing uncertainty over future sales. For investors, that is exactly the kind of stability they like to see.   But every smart investor should also ask: What is the downside?   While those contracts provide a strong foundation, they do not guarantee that demand will remain as strong over the long term. Unless a customer goes bankrupt, the contracts are largely locked in, but technology changes quickly. High prices and limited supply often encourage innovation, and the AI memory market is no exception.   Several companies are developing new architectures that reduce or even eliminate the need for high-bandwidth memory (HBM), which has been one of Micron's biggest growth drivers. As companies search for lower-cost and more efficient alternatives, demand for HBM could eventually soften.   Nvidia also signaled in June that it is redesigning portions of its upcoming Vera Rubin AI platform to use memory more efficiently. While Nvidia remains a major customer for HBM, improvements in memory efficiency could reduce the amount of HBM required per AI system over time.   Meanwhile, newly public chipmaker Cerebras has taken an entirely different approach. CEO Andrew Feldman has said the company's wafer-scale AI chips do not use HBM at all, arguing that it is too expensive and supply constrained. If other AI hardware companies pursue similar designs, it could create additional competition for HBM.   None of this means Micron's growth story is over. The company's long-term contracts provide meaningful protection, and AI demand remains exceptionally strong today. However, investors should remember that today's shortages and premium pricing often inspire tomorrow's technological breakthroughs.   The question for Micron investors is whether HBM remains the industry standard for years to come or whether innovation eventually reduces the need for it. If demand for HBM begins to slow, Micron's remarkable growth could also begin to moderate.   Companies Discussed: Caterpillar Inc. (Ticker: CAT)

SK Hynix has raised $26.5 billion in its Wall Street share offering, marking the biggest first-time listing by a foreign company in the US. Meanwhile, ChangXin Memory Technologies, or CXMT, has started the issuance process for its STAR Market IPO, with subscriptions scheduled for July 16. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! 00:00 intro 00:06 Sponsor: Tangem 00:36 AI Boom vs Chips 01:14 SK Hynix IPO Today 01:49 CXMT IPO incoming 04:19 $KSTR China Chip Index 05:34 Bitcoin Hashrate slump 06:03 Bitcoin Miners Fleeing To A.I. 06:35 Hashrate Drawdowns vs Price 07:08 Terawulf Moves To A.I. 07:28 Terawulf on Massive Revenue  07:58 Bitcoin Activity Falling 08:34 Lyn Alden on Bitcoin Miner Rotation 09:13 Not Slowing Down Soon 09:53 BIP-110 Bitcoin Fork Drama 10:28 Bitcoin Sentiment Collapse 10:43 Bitcoin Treasury Cancelled 11:02 $STRC Depeg 11:29 Michael Saylor Addresses Concerns 12:41 Stablecoins Paying 7% 13:29 Sentiment is King 13:45 Stable Vaults Launch 14:15 Jensen Huang Predicted This 15:00 Chips vs Bitcoin Liquidity 15:20 outro #crypto #semiconductor #bitcoin ~Mega Chip IPO's vs Bitcoin

This week's Market Friday recap covers IPOs, ADRs, international investing, crypto regulation, geopolitical risk and the continued AI industrial revolution.Our term of the day is IPO, which stands for initial public offering. SK Hynix was already publicly traded in South Korea, but the company completed a massive U.S. public offering of American Depositary Receipts and began trading on the Nasdaq.An ADR, or American Depositary Receipt, is a U.S. traded security that represents shares of a company based outside the United States. ADRs make it easier for American investors to invest in foreign companies through U.S. markets and in U.S. dollars.SK Hynix is one of the largest memory chip companies in the world and a major supplier of the high bandwidth memory needed to power AI data centers. The stock jumped roughly 13% during its first day of U.S. trading, showing just how much investor demand remains for companies connected to the AI buildout.South Korea is also home to major global companies such as Samsung and LG, although not every foreign company is available to U.S. investors through the same ADR structure.International stocks do not always move in the opposite direction of U.S. stocks. However, owning companies across different countries can provide diversification because different economies and markets may lead at different times. International stocks outperformed U.S. stocks during 2025, but during a major global crisis, correlations often increase and markets around the world can fall together.We also explain the Peter Lynch term “ten bagger,” which describes an investment that grows to ten times its original value. Investors who select individual companies are searching for exceptional long term winners, but they also accept greater company specific risk. Investors who purchase an S&P 500 index fund are instead relying on the long term growth of hundreds of major companies without needing to identify the next ten bagger.Circle also received approval to establish a national trust bank. This does not mean Circle is becoming a traditional consumer bank with checking accounts, loans or rewards for depositing crypto. The new bank will initially focus on digital asset custody and strengthening the regulated infrastructure supporting USDC.Finally, we discuss renewed conflict involving the United States and Iran. Markets did react during the week, but they continued to show impressive overall resilience. Investors appear focused on whether the conflict becomes a larger and more lasting economic event, particularly through oil prices, inflation and the Strait of Hormuz.Barring a major escalation in global conflict, 2027 could be an incredible year for businesses, technology and the markets. The AI industrial revolution is no longer something coming in the future. It is already here and happening now.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

From war in the Middle East to AI's insatiable demand for power, Carlyle Senior Advisor and Co-Chair of Abaxx Commodity Exchange, Jeff Currie says the Commodity Supercycle is far from over. Joining Wealthion CEO Steven Feldman on Open Position, Currie explains why investors shouldn't get distracted by oil's day to day volatility and why it's the "Revenge of the Old Economy", gives insights into the commodity sectors he's watching and reveals exactly how much exposure to commodities every portfolio should have. Part 1 of 2.

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different finance-related topic. In this episode, Sumit Desai, Senior Vice President and Director of Research, joins Jon to discuss high inflation, the widening wealth gap, and whether the AI boom will end like the dot-com bubble. Plus, how Mesirow builds toolkits […]

Anthony Saccaro examines signs of an AI bubble, noting that many S&P 500 companies are heavily tied to the theme and that valuations are approaching levels last seen before the dot-com crash. He discusses how a potential AI-driven market correction could impact sectors ranging from industrials to housing and weighs the odds of stagflation versus a soft landing for the U.S. economy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us: LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

The AI Boom is creating an unprecedented number of billionaires and otherwise extremely wealthy people who give billions upon billions to charity--but is it charity as in a gift based on love and good will? Whether these tech nouveau riche know it or not, they are putting their windfall profits into machines built to control the world from the bottom up. Exclusive Content and Ways to Support: Support me on Substack for ad-free content, bonus material, personal chatting and more! ⁠⁠⁠⁠https://substack.com/@monicaperezshow⁠⁠⁠⁠ Become a PREMIUM SUBSCRIBER on Apple Podcasts for AD FREE episodes and exclusive content! True Hemp Science: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://truehempscience.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ PROMO CODE: MONICA Find, Follow, Subscribe & Rate on your favorite podcasting platform AND for video and social & more... Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://monicaperezshow.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Substack: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://substack.com/@monicaperezshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rumble: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rumble.com/user/monicaperezshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/MonicaPerez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter/X: @monicaperezshow Instagram: @monicaperezshow Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI Boom is creating an unprecedented number of billionaires and otherwise extremely wealthy people who give billions upon billions to charity--but is it charity as in a gift based on love and good will? Whether these tech nouveau riche know it or not, they are putting their windfall profits into machines built to control the world from the bottom up. Exclusive Content and Ways to Support: Support me on Substack for ad-free content, bonus material, personal chatting and more! ⁠⁠⁠https://substack.com/@monicaperezshow⁠⁠⁠ Become a PREMIUM SUBSCRIBER on Apple Podcasts for AD FREE episodes and exclusive content! True Hemp Science: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://truehempscience.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ PROMO CODE: MONICA Find, Follow, Subscribe & Rate on your favorite podcasting platform AND for video and social & more... Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://monicaperezshow.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Substack: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://substack.com/@monicaperezshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rumble: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rumble.com/user/monicaperezshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/MonicaPerez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter/X: @monicaperezshow Instagram: @monicaperezshow Learn more about your ad choices. Visit megaphone.fm/adchoices

As Micron's AI-driven growth reaches record highs, an expert examines what it reveals about the broader economy, investing and the future of work.

Tech stocks are under pressure as investors question whether the AI trade still has room to run, even after Micron delivered blockbuster earnings and confirmed strong demand for memory chips.Mike Armstrong and Marc Fandetti break down why Micron's results show that AI infrastructure demand remains intense, why hardware suppliers may be poor leading indicators for the future of the AI boom, and how past technology bubbles offer a warning for investors. They also discuss why OpenAI may be delaying its IPO, what SpaceX's volatile public debut says about investor appetite for high-growth companies, why control of the Strait of Hormuz remains a major oil-market risk, and how Massachusetts voters could face another debate over cannabis legalization.

Horizon Investments CIO Scott Ladner explains why he expects the Fed to keep interest rates on hold. He also discusses how AI could unlock major productivity gains across the economy. Ladner highlights a growing market divide, with AI infrastructure providers outperforming companies applying the technology.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Soaring electricity demand from data centers may lead U.S. utilities to invest more in coal and gas plants. Learn more at https://www.yaleclimateconnections.org/ 

Brian McCarthy argues the Fed should avoid further rate hikes, pointing to a sharply flattening yield curve and a stronger U.S. dollar as signs of tightening financial conditions. He warns that another 75 basis points in rate hikes could trigger negative feedback loops in earnings and credit spreads, especially as AI-driven CapEx demands capital. Brian says the Fed should step back and let the AI investment cycle play out rather than risk broader economic damage.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jeremy Bearer-Friend and Sarah Polcz discuss their proposal to require leading AI firms to pay taxes in equity, reshaping how the gains from AI are distributed --- Artificial intelligence is rapidly reshaping the economy, but two Stanford Law alumni argue that existing tax frameworks are failing to capture—or fairly distribute—the value it generates. Jeremy Bearer-Friend, JD '14, a professor at George Washington University Law School, and Sarah Polcz, JSM '12, JSD '20, a professor at UC Davis School of Law, join co-host Professor Richard Thompson Ford to discuss a proposal that would require leading AI companies to pay a portion of their taxes in equity rather than cash, with those shares placed into a public trust, and their work with U.S. Senate members to make this happen. The conversation explores a central question: If AI was built on vast amounts of human-generated text, images, and creative work, who is entitled to share in the wealth it produces? Bearer-Friend and Polcz connect their proposal to broader concerns about wealth concentration and whether the gains from AI will flow to a narrow class of tech executives and investors—or to the public at large. The episode also examines how an equity-based tax could work in practice, including questions of governance, political insulation, and the mechanics of a sovereign wealth fund, and what it would mean to give the public a direct stake in the companies shaping the future of artificial intelligence. Links: Jeremy Bearer-Friend  >>> GW Law School page Sarah Polcz  >>> UC Davis School of Law page “Sharing the Algorithm: The Tax Solution to Generative AI” >>> Columbia Journal of Tax Law page American AI Wealth Fund Bill >>> PDF “Everyone Wants to Tax A.I. The Big Disagreement: How?” >>> NY Times DealBook page “Don't laugh off Bernie Sanders' communist AI-heist attempt — young voters are falling for it” >>> New York Post page Connect: Episode Transcripts >>> Stanford Legal Podcast Website Stanford Legal Podcast >>> LinkedIn Page Rich Ford >>>  Twitter/X Pam Karlan >>> Stanford Law School Page Stanford Law School >>> Twitter/X Stanford Lawyer Magazine >>> Twitter/X (00:00:00) A Tax Paid in Stock (00:02:14) IP, Inequality, and the AI Boom (00:05:56) Why the Public Deserves an Equity Stake (00:11:58) How the Tax Would Actually Work—Stock, Rates, and Governance (00:16:59) Sanders, Trump, and a Race to Co-opt the Idea (00:21:06) Objections, Safeguards, and the Road Ahead Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

June 2026 Sustainable Stock and ETF Picks. Includes articles on the best fuel cell stocks and Canada's most sustainable companies. By Ron Robins, MBA Transcript & Links, Episode 168, June 26, 2026 Hello, Ron Robins here. Welcome to my podcast episode 168, published on June 26, 2026, titled "June 2026 Sustainable Stock and ETF Picks." Now, before I begin, I want to apologize if my voice at any time sounds a little rough! This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 16 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I've chosen 4 to quote from. Titles and links to the other 12 can be found on the webpage for this podcast edition. ------------------------------------------------------------- Fuel cell stocks have attracted considerable investor attention recently, particularly for their potential to power AI data centers. Here is the first of two articles concerning their extraordinary rise in 2026. You could glean from these articles if investing in them still makes sense for you. Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? The first article is titled Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? From finance.yahoo.com. It's by David Moadel. Here are some key quotes from Mr. Moadel. "Fuel cell stocks have been one of 2026's loudest comeback trades, but the leaderboard isn't close. Bloom Energy stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy stock sits in a distant second, and Plug Power stock rounds out the trio… Bloom Energy: (NYSE:BE) The Clear 2026 Leader Bloom Energy stock is up 219% YTD in 2026, far ahead of its fuel cell peers. Shares trade at around $278, and the company carries a market cap of roughly $79.09 billion, which dwarfs Bloom Energy's rivals. FuelCell Energy: (NASDAQ:FCEL) A Distant Second FuelCell Energy stock is up 135% YTD in 2026, a strong rebound but well behind Bloom Energy stock. Shares trade at $17 and change, with a market cap near $1.16 billion. Plug Power: (NASDAQ:PLUG) Third Place Plug Power stock is up 42% YTD in 2026, the weakest finish among the three names. Shares trade at $2.81, making PLUG stock a low-priced name that could swing hard on news. What to Watch From Here The 2026 scoreboard for Bloom Energy, FuelCell Energy, and Plug Power tells a clear story. Bloom Energy leads on both share-price performance and underlying business momentum, while FuelCell and Plug Power are riding sector enthusiasm off low bases. Investors weighing their exposure may want to moderate their position sizes given how far these names have already run." End quotes. ------------------------------------------------------------- Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads The second of the two articles on the fuel cell stock boom is this one. It's titled Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads. It's by Jewel Saha at Zacks. Now some top quotes from the article. "Key Takeaways Bloom Energy shows bigger 2026-2027 EPS estimate gains over 60 days than FuelCell Energy. Bloom Energy's return on invested capital is 5.67% versus FuelCell Energy's -14.9%, showing a wide efficiency gap. FuelCell Energy has lower debt-to-capital, but Bloom Energy led in 1-year share price gains. Bloom Energy (BE - Free Report) is well positioned to benefit from rising demand for reliable, low-carbon and on-site power solutions. Its solid oxide fuel cell technology delivers highly efficient and ultra-clean electricity, enabling businesses to reduce dependence on increasingly stressed power grids. FuelCell Energy (FCEL - Free Report) also offers investors exposure to the growing market for clean, reliable and distributed energy solutions. The company stands to benefit from increasing adoption of hydrogen production, carbon capture technologies and on-site energy systems designed to reduce grid pressure while supporting decarbonization goals Bloom Energy & FuelCell Energy's Earnings Estimates The Zacks Consensus Estimate for Bloom Energy's earnings per share in 2026 and 2027 implies an increase of 50.39% and 38.19%, respectively… The same for FuelCell Energy's earnings per share in 2026 and 2027 remained unchanged. Return on Invested Capital Return on Invested Capital (ROIC) measures how effectively a company uses debt and equity to generate profits. It shows the return earned on each dollar invested and helps investors evaluate how efficiently management allocates capital to value-creating opportunities. ROIC of Bloom Energy is currently pegged at 5.67% against FuelCell Energy's negative 14.9%. Debt to Capital & TIE Ratio These firms need substantial funding for research and development, production expansion and large-scale project builds. FuelCell Energy's current debt to capital is 17.54% compared with Bloom Energy's 73.3%. The Times Interest Earned (TIE) ratio, commonly referred to as the Interest Coverage Ratio, evaluates a company's ability to meet its regular interest obligations using operating earnings. At present, Bloom Energy's TIE ratio is 1.3 against FuelCell Energy's TIE of negative 16.6. Valuation Bloom Energy's shares are trading at a premium compared with FuelCell Energy's shares on a Price/Sales F12M basis. Bloom Energy's shares are presently trading at P/S F12M of 17.86X compared with FuelCell Energy's 6.85X. Price Performance In the past year, shares of FuelCell Energy have gained 377.3% compared with Bloom Energy's rally of 1470.2%. Summing Up Based on the above discussion, it is evident that Bloom Energy has a marginal edge over FuelCell Energy based on better earnings estimate movement, healthier price performance in the past year and much better return on invested capital. Bloom Energy currently sports a Zacks Rank #1 (Strong Buy), while FuelCell Energy has a Zacks Rank #3 (Hold)." End quotes ------------------------------------------------------------- 7 Best Socially Responsible Funds This next article provides a good overview, with recommendations, of funds that many of you might be interested in. It's titled 7 Best Socially Responsible Funds from money.usnews.com. It's by Jeff Reeves. Here are some quotes by Mr. Reeves on each of his picks. "For those who care about socially responsible investing, this list of exchange-traded funds (ETFs) can help investors vote with their wallets by supporting companies that align with their values. Fund Expense ratio Assets under management iShares ESG Aware MSCI USA ETF (ticker: ESGU) 0.15% $17.4 billion Vanguard ESG U.S. Stock ETF (ESGV) 0.09% $12.4 billion State Street SPDR S&P 500 ESG ETF (EFIV) 0.10% $1.1 billion iShares ESG Aware MSCI EAFE ETF (ESGD) 0.20% $11.6 billion iShares ESG Aware MSCI EM ETF (ESGE) 0.25% $7.1 billion iShares Global Clean Energy ETF (ICLN) 0.39% $3.1 billion State Street SPDR MSCI USA Gender Diversity ETF (SHE) 0.20% $322 million 1. iShares ESG Aware MSCI USA ETF (ESGU) This iShares fund is the largest ETF that invests in companies that prioritize environmental, social and governance (ESG) criteria. It's also an index fund with an affordable expense ratio. 2. Vanguard ESG U.S. Stock ETF (ESGV) Though slightly smaller than iShares ESG Aware MSCI USA ETF in terms of assets, this Vanguard ESG ETF is significantly larger when it comes to its portfolio, with more than 1,200 companies across the U.S. stock market. 3. State Street SPDR S&P 500 ESG ETF (EFIV) This fund starts with the popular S&P 500 benchmark, then excludes stocks that don't align with ESG criteria, including companies involved with tobacco, coal and other less savory business lines. 4. iShares ESG Aware MSCI EAFE ETF (ESGD) A variant on this theme, iShares ESG Aware MSCI EAFE ETF offers exposure to overseas investments with a focus on developed markets in the EAFE region – that is, Europe, Australasia and the Far East. 5. iShares ESG Aware MSCI EM ETF (ESGE) For investors looking to tap into growth overseas while avoiding morally questionable businesses, this ETF offers emerging market exposure as well as peace of mind. 6. iShares Global Clean Energy ETF (ICLN) Moving toward companies with a direct stake in making a difference in the world, iShares Global Clean Energy ETF is the largest clean energy ETF on Wall Street. 7. State Street SPDR MSCI USA Gender Diversity ETF (SHE) This gender diversity ETF seeks to prioritize U.S. companies that lead their sector in their commitment to promoting and supporting gender diversity throughout all levels of the organization." End quotes. ------------------------------------------------------------- 3 Magnificent Green ETFs to Buy in 2026 This last article follows on from the previous one on various ESG ETFs. It's titled 3 Magnificent Green ETFs to Buy in 2026 found on the website theglobeandmail.com. It's by Dana George at The Motley Fool. Here are some quotes from the article. "Key Points 'Green' refers to assets that work toward environmental sustainability. iShares Global Clean Energy ETF is one of the oldest, most popular clean energy ETFs. While Invesco has the highest expense ratio of the three ETFs, it has experienced significant gains. 1. iShares Global Clean Energy ETF (NASDAQ: ICLN) The iShares Global Clean Energy ETF tracks the S&P Global Clean Energy Transition Index, which comprises global equities across solar, wind, hydro, and other renewable energy sources. With a portfolio of 105 holdings (as of June 8), the fund is one of the oldest and most widely purchased clean energy ETFs… The fund may be right for you if: You're seeking broad, diversified exposure to global clean energy. You're looking for an investment that's generally less volatile than a solar-only ETF. You're willing to hold it for the long term. If you're uncomfortable with the higher volatility often associated with emerging sectors, such as clean energy stocks, this may not be right for you. And if you're seeking income, this ETF probably won't be ideal, as many clean energy companies reinvest profits for growth rather than paying regular dividends. 2. Invesco Solar ETF (NYSEMKT: TAN) The Invesco Solar ETF is a highly focused, industry-specific fund that tracks the MAC Global Solar Energy Index. Specifically, Invesco Solar is interested in solar power equipment, solar project development and installation, and related solar technology and components… This ETF offers heavy representation of U.S., Asian, and European solar companies and may be a good fit if you're specifically seeking targeted exposure to solar. However, [it] may be more volatile than you initially expected. Invesco Solar typically fits best as a single spoke in a well-balanced portfolio. 3. SPDR® S&P 500 ESG ETF (NYSEMKT: EFIV) This ETF tracks the S&P 500 Scored & Screened Index (formerly known as the S&P 500 ESG Index). The fund starts with the traditional S&P 500 and excludes companies that don't meet certain ESG criteria. The index goes further by tilting its weighting toward higher-scoring ESG companies. Because the fund aims to maintain a sector and risk profile similar to the S&P 500, it's not necessarily a clean-energy or climate-only product but rather a broad, large-cap U.S. equity fund. End quotes. ------------------------------------------------------------- 12 more articles from around the world with Sustainable Investment Picks for June 2026. 1. Title: Top Wind Energy Stocks to Watch Amid Increased Adoption of Clean Energy from theglobeandmail.com. By Zacks Investment Research. 2. Title: 2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears from fool.com. By Geoffrey Seiler. 3. Title: Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead from 247wallst.com. By Alex Sirois. 4. Title: How to invest sustainably and still generate big returns with ASX ETFs from fool.com.au. By Aaron Bell. 5. Title: AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises from finance.yahoo.com. By Trey Thoelcke. 6. Title: Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Skyrocket in June (Hint: It's Not Micron Technology) from finance.yahoo.com. By Harsh Chauhan, The Motley Fool. 7. Title: Top Performing Green Penny Stocks from mexc.com. Source Benzinga News. 8. Title: Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own. From fool.com. By Justin Pope. 9. Title: Barron's | The 10 Most Sustainable Companies of 2026. Their Stocks Happen to Be Flying from webreprints.djreprints.com. By Karen Hube. 10. Title: Is First Solar Dirt Cheap Amid the AI Boom? From fool.com. By Marc Guberti. 11. Title: 3 Highly Ranked Alternative Energy Stocks to Buy Now - June 22, 2026 – from Zacks.com. By Shaun Pruitt. 12. Title: Amid trade upheaval, Canada's most sustainable firms embrace resilient growth from corporateknights.com. Introduction by Tristan Bronca. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "June 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And do click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on July 31st. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

What does managing $600 billion teach you about risk that most investors never learn?Jeffrey Blazek, Co-CIO of Multi-Asset at Neuberger Berman, joins Prashant on VC10X to challenge the assumptions that have quietly shaped — and quietly undermined — institutional portfolios for a generation. From the macro shift that is more permanently broken than rates or geopolitics, to the asset class generating 10 to 15 percent returns with zero correlation to equities, to whether AI is the internet bubble all over again — this is one of the most substantive allocator conversations we have had on the show.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode:— Why deglobalization is the one macro assumption that will not reverse— The difference between short-term volatility risk and the purchasing power risk that actually destroys portfolios— Why bonds have failed as a diversifier and what replaces them— Catastrophe bonds: the non-consensus case for an asset class most institutions will not touch— The $1B to $10B institutional sweet spot and why scale is not always an advantage— AI investment: real conviction, real concentration risk, and the winner-take-most bear case— What the private markets miscalibration of the last decade means for LP portfolios today— The off-script manager due diligence technique that separates process from performance— Career risk as the hidden driver of institutional conservatism— Where rates are headed and why the old fixed income playbook is goneJeffrey Blazek is Co-CIO of Multi-Asset at Neuberger Berman, a $600B global asset management firm with over 700 investment professionals across 30+ offices worldwide.Links:Neuberger - https://www.nb.com/Jeffrey on LinkedIn: https://www.linkedin.com/in/jeffrey-blazek-cfa-a0a57212Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.comTimestamps:(00:00) - Preview(01:39) - Introduction to Jeffrey Blazek(03:16) - Which Macro Assumptions Are Permanently Broken Today?(05:03) - Key Drivers of Long-Term Returns Most Investors Underestimate(06:24) - Coaching Clients to Embrace Appropriate Equity Exposure(07:55) - What Real Diversification Looks Like in Practice(09:51) - How Portfolio Construction Changes as Institutions Scale(11:55) - Should Investors Change Their Approach to Equity Markets Now?(13:31) - Evaluating a New Asset Class for Permanent Allocation(15:16) - AI: A Genuine Secular Shift or a Narrative-Driven Boom?(17:26) - The Bear Case for AI: Commoditization and Concentration Risk(19:30) - Uncovering a Non-Consensus Asset Class: Catastrophe Bonds(21:09) - Common Mistakes LPs Make in Private Market Allocations(22:58) - The Key to Effective Investment Manager Selection(24:25) - Analyzing Past Portfolio Mistakes: Errors of Analysis vs. Behavior(26:24) - The Gap Between Institutional Goals and Portfolio Realities(27:38) - What Drives Over-Conservatism in Institutional Investing?(29:15) - How Investment Needs Differ Across Institutions (Hospitals vs. Endowments)(31:38) - Advising Family Capital: Avoiding Common Mistakes(33:43) - Career Lessons Learned from Navigating Market Crises(36:01) - The Most Misunderstood Risk of the 2020s(37:22) - Is the AI Boom a Repeat of the Dot-Com Bubble?(38:15) - The Three Most Important Bets for the Next Decade(40:00) - Outlook on the Future Interest Rate Environment(41:19) - Where to Find Jeffrey Blazek and Neuberger Berman

Former Federal Reserve Chairman Alan Greenspan has passed away at the age of 100, leaving behind a massive, complex economic legacy. Does his most famous warning about the economy perfectly describe the market we are living in right now? Chief Market Strategist for ProCap Financial Phil Rosen joins Lou Basenese to discuss Greenspan's nearly 19-year tenure steering the economy and whether his iconic “irrational exuberance” warning is fitting for today's volatile markets and the AI boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We dive into the top-performing AI and Electrification ETFs. (1:30) - What Are Super Cycles And How Can You Invest In Them? (8:05) - VistaShares Artificial Intelligence Supercycle ETF: AIS (18:25) - VistaShares Electrification Supercycle ETF: POW (26:30) - Episode Roundup: MU, AMD, MRVL, POWL Podcast@Zacks.com

Former Federal Reserve Chairman Alan Greenspan has passed away at the age of 100, leaving behind a massive, complex economic legacy. Does his most famous warning about the economy perfectly describe the market we are living in right now? Chief Market Strategist for ProCap Financial Phil Rosen joins Lou Basenese to discuss Greenspan's nearly 19-year tenure steering the economy and whether his iconic “irrational exuberance” warning is fitting for today's volatile markets and the AI boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Matt and Nic are back for a week of news and deals. In this episode:  The Tartan Army takes over Boston Europeans are shocked that American infrastructure works STRC falls into the low $80s STRC's liquidation cascade mechanics What are Saylor's options now? Is the US right to put the brakes on Fable? Will open weight models puncture the AI boom? Are we living in a vulnerable world? Kristin Gillebrand's son raises $30m for a perps exchange Make sure your tokenized equity provider has the equity Why aren't publishers doing pay per content Content mentioned: Nick Bostrom, The Vulnerable World Hypothesis  

Finished a jog on the high plains near South Pass, Wyoming, where there's a lot of history. Standing near the old Oregon and Mormon trails, I look at the remnants of the 1800s gold rush to draw parallels to the current AI boom.

Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentration to the growing influence of benchmark providers. They also assess new Fed Chair Kevin Warsh’s first policy signals and debate whether today’s AI boom is a bubble—and what could bring it to an end.See omnystudio.com/listener for privacy information.

CNBC's Senior Markets Commentator—and the show's first-ever repeat guest—on short selling, AI spending, market concentration, and why the bar is high for what's been working to keep working.Episode OverviewIn this episode of The World According to Boyar, Jonathan Boyar welcomes back CNBC Senior Markets Commentator Michael Santoli—the first repeat guest in the show's history, following his December 2020 appearance in the thick of COVID. Drawing on more than three decades covering Wall Street, Santoli breaks down his now-memorable on-air clash with Ryan Cohen over GameStop's bid for eBay, the return of meme-stock speculation, and the question hanging over everything: Is this market 2021, 1999, or something genuinely new?From AI capital spending and extreme market concentration to whether value and equal-weight stocks are finally due to lead, Santoli argues that today's extremes do not yet match the dot-com peak. But, as he puts it, being told by your doctor that “you're not literally the most unhealthy patient I've had in 30 years” does not mean “you're in great shape.” It's a clear-eyed, historically grounded read on the enduring mix of speculation and investment—what Santoli, invoking Buffett, calls “a casino attached to a church.”Key Topics Covered:Short sellers and the chilling effect: Why short selling is one of the most treacherous games in investing, the “alpha shorts” many hedge funds use, and why even legitimate short sellers have gone quiet.The Ryan Cohen/GameStop showdown: The backstory behind a tense, revealing on-air exchange over GameStop's bid for eBay—and what Santoli believes the Chewy-to-GameStop record reveals.2021, 1999, or both? The retail-trader empowerment of 2021, the narrow-leadership echoes of the dot-com peak, and Santoli's “unhealthy patient” analogy for today's market froth.AI spending and the hardware food chain: Why Santoli suspects the AI hardware complex may be overearning—and whether greater efficiency could eventually undermine today's hardware economics.Market concentration, reconsidered: Why a top-heavy S&P 500 may matter less than people fear—and how the bull case quietly shifted from “asset-light cash machines” to “asset-heavy, invest now, reap later.”Will value and equal weight finally lead? Why durable rotations do not happen “at a full gallop,” and what the October-to-February broadening did—and did not—prove.Why he doesn't pick stocks: How being restricted from owning individual securities became “liberating,” his “voluntary tax on the arrogant” take on sports betting, and his philosophy of staying involved while keeping expectations in check.The evolution of his CNBC role: From appearing on CNBC as a Barron's contributor to becoming a market “color commentator” and co-anchor of Closing Bell: Overtime—and where financial media is heading as the business shifts toward digital.The underreported story: The slow-moving demographic and global-population shifts—and the possibility that the Iran episode accelerates investment in renewables—that Santoli believes investors may be overlooking.About Michael Santoli:Michael Santoli is co-anchor of CNBC's Closing Bell: Overtime and the network's Senior Markets Commentator, with more than three decades of experience covering Wall Street. He began his career at Investment Dealers' Digest before moving to Dow Jones Newswires. He later spent 15 years as a columnist and feature writer at Barron's, where he wrote the Streetwise column, and was a Senior Columnist at Yahoo Finance before joining CNBC in 2015. A graduate of Wesleyan University, he lives in New York City.Unlocking Investment Opportunities Since 1975At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market.To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com

David McAlvany talks about how the AI boom is impacting the gold market as futures trade nearly 25% below all-time highs. He turns elsewhere in the commodity space by offering his outlook for crude oil as the U.S. and Iran sign a memorandum of understanding. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Headlines for June 12, 2026; “New Form of Imperialism”: Renowned U.N. Scientist on AI Boom’s Huge Water, Carbon & Land Footprint; U.S. Attacks Iranian Water Reservoirs Amid “Normalization” of Targeting Civilian Infrastructure; “Cautionary Tale”: NYC’s The New School Guts Faculty & Staff as Colleges Intensify Austerity; Palestinian Activist Mohsen Mahdawi: Trump Admin “Weaponizing Immigration Laws” to Deport Me; “Hell’s Army”: New Film Tracks Russia’s Wagner Group & Rise of Mercenary Armies

Kerry Lutz sits down with Dr. Steve Bonta to discuss the growing intersection of geopolitics, artificial intelligence, and economic change. They examine rising tensions with Iran, potential disruptions to global energy markets, and instability in Venezuela and Cuba. The conversation then shifts to AI's rapid evolution, comparing today's technology boom to the early days of the internet. Bonta explains how AI is already transforming industries ranging from law and government to medicine and scientific research, while also creating new challenges involving fraud, surveillance, and regulation. They also explore the infrastructure demands of AI, including the growing need for energy, water, and advanced computing power. While both see enormous potential for innovation and productivity, they caution that the technology's long-term impact will depend on how society manages its risks and opportunities. Find Steve here: https://thenewamerican.com/author/steve-bonta/  Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

#865: Neal and Toby talk about how inflation is heating up to the highest pace in three years. Plus, a whole bunch of FIFA World Cup news and how escorts are cashing in on the AI boom over in Silicon Valley. Hit TV shows are taking much longer in between seasons. Why Gen Z and Millennials looove waiting in lines for their trendy food spots. Finally, Rivian finally delivers its R2 model and the first trailer of the much-anticipated ‘The Social Reckoning' drops.  To learn more visit https://www.sage.com/morningbrew Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ This is a paid advertisement. Today's episode of the Morning Brew Daily Show is brought to you by Sage — a trusted global provider and leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses. The following commentary reflects general information about Sage and its products. Specific features, capabilities, and availability may vary by product, region, and customer requirements. To find out more, visit sage.com/morningbrew. Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser.  Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about your ad choices. Visit megaphone.fm/adchoices

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more.Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, commodities will enter a super boom predicts Tavi Costa.#commodities #ai #copper _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

This week on Market Mondays, we broke down everything from the Knicks' impact on MSG stock to the future of AI, Bitcoin, ETFs, and the biggest opportunities shaping the next decade.We discussed why market volatility creates opportunity, what Trump's latest AI comments could mean for investors, OpenAI IPO speculation, the AI race with China, and whether Bitcoin's long-term thesis remains intact. We also covered BlackRock's ETF strategy, Ethereum's role in tokenization, the rise of one-click portfolios, and why Eli Lilly just joined the trillion-dollar club.Plus, we gave our thoughts on SpaceX IPO rumors, CrowdStrike's pullback, Marvell's momentum, MicroStrategy's Bitcoin strategy, and how to build a portfolio designed to win in the AI era. If you're serious about investing, wealth building, and staying ahead of market trends, this is an episode you don't want to miss.#MarketMondays #Investing #StockMarket #Bitcoin #AI #ArtificialIntelligence #OpenAI #BlackRock #Ethereum #ETFs #TechStocks #WealthBuilding #Finance #InvestingEducation #earnyourleisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The class of 2026 is the most AI-native group of graduates to come out of college, with ChatGPT debuting their freshman year. WSJ's Allison Pohle reports on how this cohort used AI in school and what future employers expect from them. And we hear from various college students and recent graduates about their hopes and fears when it comes to AI and their careers. Ryan Knutson hosts. Further Listening: - AI Is Coming for Entry-Level Jobs - Is the AI Boom… a Bubble? Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices