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Our Kristina Partsinevelos covers Micron's results in the latest test for the AI rally. Julian Emanuel of Evercore assesses the broader market backdrop and explains how Micron fits into the next phase of the AI trade. Mehdi Hosseini of Susquehanna reacts to the earnings report and outlines why he remains bullish on the company's outlook. UBS analyst John Lovallo explains how yields, housing earnings and policy developments are reshaping the housing market. Casey's CEO Darren Rebelez discusses the state of the consumer, spending trends across the Midwest and why pizza sales can provide a unique window into the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Market Mondays, we break down whether SpaceX's recent pullback is a buying opportunity, why AI memory stocks have become some of the biggest winners in the market, and what Google's largest single-day drop in over a year could mean for investors. We also discuss why markets historically don't peak in June and share our Investment Fact and Trading Tip of the Week.We answer a question from a viewer who lost $250,000 trading and wants to know how to recover, analyze Microsoft's prolonged decline despite strong fundamentals, and debate whether investors should stick with former market leaders or rotate into new opportunities. Plus, we discuss the sectors, themes, and companies that could lead the next wave of market growth.Special guest Atlas Berry joins us to share his insights on venture capital, AI, energy, infrastructure, and the future of investing. If you're looking for market analysis, investing education, and actionable insights, this is an episode you don't want to miss.Special Offer: Revolt is sponsoring 50% off 100 GA/VIP tickets and 10 vendor booths. Just enter code REVOLT at checkout.GOTO: https://investfest.com/tickets/#MarketMondays #Investing #Stocks #SpaceX #Google #Microsoft #AI #Micron #StockMarket #Finance #WealthBuilding #TechStocks #AtlasBerry #VentureCapital #EarnYourLeisure #Business #Investing101 #Trading #Money #MarketsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Technology shares fell around the world as investors pulled back from some of the market's biggest AI-driven winners. The sell-off highlighted potential vulnerabilities in a sector that has fueled much of the market's recent growth. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this week's program, we focus on the best performing stocks in the S&P 500 year to date, top Quantum Computing Stocks to watch right now, and unique ways to structure a monthly income stream for retirement.
What to do when creating a shopping list, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, Check out recent Webinars with CFP Chad Burton of EP Wealth Advisors at Rob's website
What to do when creating a shopping list, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, Check out recent Webinars with CFP Chad Burton of EP Wealth Advisors at Rob's websiteSee omnystudio.com/listener for privacy information.
Ivan Feinseth talks about stocks he sees as foundational AI companies, including Qualcomm (QCOM), which he expects to play a much larger role in "on-device" AI. He calls Nvidia (NVDA) the "must own" company as it remains in the epicenter of the AI trade and carries substantial market momentum. Ivan also makes the case for Intel (INTC) as builds up its rebound story. ======== 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
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
Are AI stocks a bubble? Breaking down the Anatomy of a bubble.Want to generate consistent income through investing?Learn our AI for Options system for passive income.20% annualised return with more stability than the S&P500.Find out more and apply here: https://www.hedgealpha.ai/individual#stocks #stockmarket #stockstouy #investingThis video is for educational purposes only and not financial advice, always do your own research and make independent investment decisions. This video is not a recommendation to buy/sell any security.
The Inside Economics team welcomes Jim Lebenthal, Chief Market Strategist at Cerity Partners, to discuss all things investing on the morning of the SpaceX IPO. Jim discusses the equity market's extraordinary run, whether AI stocks are overvalued, and how investors should think about picking individual stocks versus investing in index funds. The team also welcomes Matt Colyar to talk about this week's inflation data, and Marisa addresses a slew of comments from last week's podcast. Guest: Jim Lebenthal, Chief Market Strategist at Cerity Partners For more from Jim Lebenthal, visit his website: www.jimmylebenthal.com Jim's book, How to Ride the Subway: Getting Around on Wall Street and in Life (Regalo Press March 2026), is available here Jenna Score: 8.5 Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
U.S. stocks are recovering some of their losses for the week in early trading.
In this Daily Editorial of The KE Report, we chat with Joel Elconin, co-founder of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect an incredibly volatile week in the markets. Following a notable sell-off in the broad averages, Joel pulls back the curtain on how headline-driven news cycles are impacting modern trading strategies and why navigating these intraday swings has become uniquely challenging for short-term traders. Key Discussion Points: The Reality of Short-Term Trading: Why headline-driven algorithms are dictating intraday price action and the reason many experienced traders are stepping away from the noise. Technical Levels to Watch: An analysis of the 50-day and 200-day moving averages on the S&P cash and futures markets, and what the recent bounce signals for near-term support. Long-Term Valuations vs. The Dot-Com Bubble: Why current big tech valuations are fundamentally different from past market peaks, powered by massive earnings and AI-driven efficiencies. The High-Stakes IPO Pipeline: A deep dive into the massive anticipation surrounding mega-IPOs like SpaceX and Anthropic, the risks of low-float price action, and the "lifecycle theory" of newly public companies. The Fed and Interest Rate Realities: What to expect from Kevin Warsh's upcoming press conference and why the market might be miscalculating the timeline for future rate adjustments. Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/ -------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in stocks tied to AI. And finally, if you do buy SpaceX, what would need to happen to earn a reasonable return on your investment?Show NotesSpace Exploration Technologies Corp. Form S-1 Registration Statment Under the Securities Act of 1933—SECElon Musk Is Dropping a Boulder in a Kiddie Pool by Matteo Wong—The AtlanticPassive Aggressive: The Risks of Passive Investing Dominance by Chris Brightman and Campbell R. Harvey—SSRNPassive Investing and Market Quality by Philipp Höfler, Christian Schlag, and Maik Schmeling—SSRNInvestments MentionediShares Core S&P 500 ETF (IVV)Tema S&P 500 Historical Weight ETF Strategy (DSPY)Defiance Large Cap ex-Mag 7 (XMAG)Invesco S&P 500 Equal Weight (RSP)Invesco FTSE RAFI US 1000 (PRF)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
AI sends stock plunging.
AI drags the markets mostly lower.
U.S. stocks are yo-yoing in early trading.
Wall Street is recovering some of its sell-off from Friday,
Wall Street steadied with AI stocks bouncing back.
In this 84th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul discusses the current natural diamond supply situation while also sharing his views on technology stocks amidst the AI boom. The episode begins with Paul referencing a recent brief he wrote called "Diamond Supply is Precipitously Falling," where he cautions an underappreciation for how much lower natural diamond output will be this year after multiple major mines were shut, suspended and curtailed as rough prices remain weak. Paul then talks about the conundrum that the diamond mining industry is in as a rebound in prices could just drive consumers to LGD. Next, Paul describes what he refers to as "red flags" as technology stocks soar in anticipation of major AI driven profits which has led him to sell most of his personal equity portfolio. Hosted by: Paul Zimnisky Guest: No guest Guest plug: N/A More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com. Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.
Bitcoin is mired in a record 13-day ETF outflow streak and wicked down near 59K before recovering to the low 60s Multiple on-chain bottom signals are flashing: coins held at a loss exceeding coins in profit, a touch of the 200-week moving average, and long-term holder supply near an all-time high at 16.3 million coins Each bear market is getting milder, with roughly 50% of addresses still in profit at this cycle's low versus about 35% back in 2015 Brady and John argue the AI IPO supercycle (OpenAI, Anthropic, SpaceX) is vacuuming up risk capital and is the largest competing claim Bitcoin has faced to date Pierre Rochard, Nik Bhatia, and Mark Moss all frame the drawdown as repricing and AI competition rather than broken fundamentals JPMorgan, Bank of America, and Citi announced a shared tokenized deposit network through The Clearing House, a closed bank ledger that has nothing to do with Bitcoin Better and Coinbase issued a Fannie Mae-backed mortgage letting a Michigan couple pledge Bitcoin as collateral without selling, avoiding capital gains while keeping upside Fed cut odds stay murky after a strong jobs print, with Kevin Hassett arguing growth doesn't require hikes and Trump publicly pushing for cuts The hosts float a speculative, unverified theory that DOJ-seized Bitcoin from operations in Cambodia, Venezuela, and Iran may be quietly hitting the market Brady and John make the case that Bitcoin thrives in an AI future as deflationary money for an emerging autonomous machine economy ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
The S&P 500 (SPX) faces another test Friday as AI stocks face continuing pressure. Alex Coffey tells investors what he has his eyes on as the May jobs report hits the wire. One stock facing tremendous headwinds: Lululemon (LULU) after earnings. Alex explains how investors and analysts alike are punishing the stock. Docusign (DOCU) is also on track to open lower despite an earnings beat and guidance raise. ======== 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
Are we moving towards Fed rate hikes? Even before the release of a strong May US employment report, Group Chief Economist Neil Shearing joined The Weekly Briefing to explain why shifting dynamics on the FOMC mean the Federal Reserve could emerge from the summer weighing the need for tighter policy to contain inflation.Plus, after another extraordinary surge in AI stocks, Chief Economic Adviser for Financial Markets John Higgins discusses how much further the rally could run, whether current earnings growth is sustainable and what could ultimately burst the stock market bubble.Related contentBar to Fed hikes appears relatively lowCapital Economics events
Your morning briefing. All the news you need to start your day.On today's podcast:(1) Ukrainian President Volodymyr Zelenskyy proposed peace talks to Russian leader Vladimir Putin in a rare and combative open letter on Thursday, as efforts to end more than four years of war gained momentum.(2) There was no sign of progress in ceasefire talks between the US and Iran after the worst burst of violence in weeks and as the Tehran-backed Hezbollah militia on Thursday rejected a US-brokered truce in Lebanon.(3) US equity-index futures declined along with Asian stocks as enthusiasm for the artificial-intelligence trade cooled after driving markets to record highs this year.(4) Greater Manchester Mayor Andy Burnham confirmed for the first time his intention to challenge Keir Starmer to be Britain’s prime minister, drawing immediate criticism from the premier who vowed not to walk away from the job.(5) UBS Group AG Chief Executive Officer Sergio Ermotti said he worries about Switzerland’s proposed population cap initiative, saying this is not a solution to the country’s problems.Podcast Conversation: How Two Primary Bedrooms Became a Luxury Necessity for Better SleepSee omnystudio.com/listener for privacy information.
Doug McHoney (PwC's International Tax Services Global Leader) is joined by Dr. Alexis Crow, partner and Chief Economist for PwC US. Prior to joining PwC, Alexis taught at the London School of Economics. Doug and Alexis discuss the macroeconomic and geopolitical implications of the Iran conflict, including energy-market scarring, oil-price scenarios, fiscal supports, inflation pressures, and central-bank constraints. They also examine the durability of US growth, AI-driven investment, consumer demand, and private credit risk; then move through global trade developments and regional dynamics across Asia-Pacific, Latin America, Europe, and North America. The conversation closes with the “re-industrial era,” energy addition, automation, workforce skills, and financial-stability risks that may be underappreciated.
June 3, 2026 ~ David Sowerby, Managing Director and Portfolio Manager at Ancora Bloomfield Hills tells Paul W. Smith whether AI stocks are a good idea or not. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI gives the markets a boost.
Marty sits down with John Tinsman to discuss the astronomical ROI of AI data centers, why hyperscaler CapEx has made the US economy rate-inelastic, and the brewing agricultural input crisis. John on X: https://x.com/JohnTinsman AOT: https://aotetf.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/
Welcome to the final pre-summer episode of the recurring podcast "Trading Tips with Jim", where market predictions and investment strategies are shared. In Episode 23, we unpack the macroeconomic forces signaling a major shift from inflation to a potential period of heavy deflation. With AI driving unprecedented business efficiency and oil prices poised for a potential steep drop to $40, the global market is bracing for a dramatic change.In this episode, I walk you through my recent portfolio rebalancing. We discuss why I am taking profits on tech giants like NVIDIA and Tesla, and rotating into undervalued consumer stocks like Dollar General and American Airlines. We also look at the geopolitical factors pushing the US Dollar higher against the Euro, and what this means for European GDP and global markets moving forward.Finally, we will review my recent struggles with Bitcoin trend changes, and check in on the $1,000 challenge launched in 2024 where personal stock purchases are tracked publicly.Key Highlights:The Macro Outlook: The transition from a super-inflationary period to potential deflation.Tech & AI: The impact of AI efficiency on market valuations and why I exited NVDA and TSLA.The Consumer Shift: My three-step buying strategy behind DG, AAL, Starbucks, and Chipotle.Global Economy: The strengthening US Dollar versus European political and economic stagnation.Crypto Reality Check: Navigating Bitcoin's recent drop to $73,000.Portfolio Tracking: An update on the public $1,000 challenge tracking personal stock purchases.Disclaimer: As the Founder and CEO of the financial analysis platform Stockinvest.us, I remind all listeners that trading involves a high risk of losing money. Please speak with a financial advisor before buying or selling any securities. Do not base your investment decisions solely on this podcast.Investing, Stock Market, Trading Tips with Jim, Deflation, AI Stocks, NVIDIA, Tesla, Bitcoin, Oil Prices, Market Correction, Consumer Stocks, Stockinvest.us, Personal Finance, Trading Strategies, Business News
Jeremy Siegel, Wharton Emeritus Professor of Finance and Chief Economist at WisdomTree, examines the market rally fueled by AI stocks, the economic impact of rising oil prices and tensions with Iran, the outlook for Federal Reserve policy under Kevin Warsh, and the mixed legacy of Fed Chair Jerome Powell. Hosted on Acast. See acast.com/privacy for more information.
In today's Tech3 from Moneycontrol, we unpack how anticipated IPOs from SpaceX, OpenAI and Anthropic are driving a fresh wave of Indian retail interest in US stocks. We also look at PhysicsWallah's big AI bet, where conversational tutors are replacing traditional recorded learning. Plus, SaaS founders face growing pressure to pivot faster as investors warn that AI is rapidly weakening old software moats. And finally, a quick leadership update as former Bank of America investment banker Abhilash Padival prepares to join Pocket FM as CFO ahead of its expected fundraising and IPO plans.
Despite rising inflation, a new Fed chair, and intense geopolitical volatility in the Middle East, the S&P 500 has posted its second-longest winning streak in 23 years. The market continues to surge, driven by strong corporate earnings and the rapid integration of efficiency tools like AI, proving this economic landscape is vastly different than the dot-com bubble of the past.Looking ahead, the hosts break down the massive upcoming IPOs for SpaceX and OpenAI, while highlighting a generational shift in financial infrastructure. The tokenization of stocks and the advancement of the Clarity Act signal a major regulatory milestone that will legitimize digital assets and democratize trading for long-term investors.Key Topics DiscussedRecord-breaking S&P 500 winning streaks and current market ralliesGeopolitical conflict impacts on global oil prices and inflationWhy the AI boom differs significantly from the dot-com bustExpectations and lockup periods for the SpaceX and OpenAI IPOsThe tokenization of stocks and 24-hour trading democratizationThe Clarity Act and the future of cryptocurrency regulationThe Road to Housing Act and institutional single-family home bansKey TakeawaysStock market resilience is currently driven by strong corporate earnings and positive forward guidance, overpowering short-term geopolitical noise.Artificial Intelligence is not a synthetic product but an efficiency tool, meaning current market investments are backed by highly capitalized, established infrastructure.Retail investors should approach the highly anticipated SpaceX IPO with caution, as early post-launch volatility and lockup expirations often lead to major price corrections.The tokenization of stocks and the progression of the Clarity Act will likely provide the regulatory oversight needed to usher in a new era of trust and transparency for digital assets.New homebuilders are offering aggressive incentives and rate buy-downs, making new construction more advantageous than older properties in the current high-rate housing market.Connect & Take Action:Wealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.
Tom and Don tackle the impossible task of spotting market bubbles in real time, leaning on insights from Jason Zweigand Eugene Fama to argue that if bubbles were truly predictable, they wouldn't exist. They discuss soaring semiconductor and AI-related stocks, speculative manias from tulips to SPACs to Bitcoin, and why diversification and disciplined rebalancing beat emotional market timing every time. Listener questions cover tax-loss harvesting and wash sales involving VT, VTI, and VXUS ETFs, family conversations about money, Roth conversion strategy for a wealthy near-retiree, and Dimensional's refusal to chase hot IPOs despite the S&P 500's changing rules. Along the way, there's plenty of classic TRM banter about giant brains, vacation boredom, and the dangers of trying to outsmart markets that are probably smarter than all of us combined.0:05 Bubble noises, market mania, and why everyone thinks they can spot bubbles1:11 Jason Zweig on semiconductor stocks soaring nearly 40% in a month2:23 Emerging markets, small value, and global stocks compared to AI-driven speculation3:39 Eugene Fama explains why bubbles are impossible to identify in real time4:26 Dot-coms, Bitcoin, SPACs, and the legendary tulip bulb bubble5:03 Why “doing nothing” often beats reacting emotionally to market fears5:51 Jason Zweig's sign of a bubble: when critics get attacked instead of debated7:15 Rebalancing, diversification, and why the S&P 500 alone isn't enough9:41 Listener question on tax-loss harvesting, wash sales, and replacing VT with VTI and VXUS14:05 Why families should talk openly about money instead of outsourcing financial education to TikTok17:44 Near-retiree with $7.3 million asks about Roth conversions and paying taxes from IRAs20:36 Dimensional responds to S&P rule changes allowing earlier IPO inclusion21:15 Why Dimensional avoids IPOs during their first year after going public22:39 Allbirds' collapse from a $2.2 billion IPO to a $39 million sale24:47 Why waiting before buying IPOs may reduce riskQuestions? Comments? Click!
In this episode, Scott Becker highlights public and private healthcare AI companies drawing attention for their innovation and growth potential.
In this episode, Scott Becker highlights public and private healthcare AI companies drawing attention for their innovation and growth potential.
Today, markets are looking pivotal across the board ahead of the single biggest earnings report of the quarter as Nvidia reports after the market close today. Is the AI chip focus shifting a bit more toward inference and away from GPU's? Meanwhile, in the background, US and global yields have pressurized focus on broader equity market valuations and even FX is trying to come a bit more alive here on the rates focus. And that's all without considering the ongoing headline risk from the Hormuz Strait and Iran war. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links A radically new commercial and military airplane concept, the JetZero Z4 is getting serious funding for actual production and is set to break ground on a production facility next month. AI radio stations, DJ and all - listen at your own risk, listeners, or rather, biological processors. A very funny and fascinating experiment pitting four of the top LLM's against one another. WSJ covers the declining popularity of AI in the US- a slight clash with the scale of growth currently priced, no? WSJ with another piece, this once on US juries and rising lack of trust in the US justice system as well as the points of view of others on the jury. The implications of the "post-truth" society we live in - how can institutions every find renewed trust? Molten lead nuclear reactors coming to Sweden? It's not as crazy as it sounds. There is even an Oklo angle with this Swedish company Blykalla. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for other movers, from data center stocks like CoreWeave (CRWV) and Nebius (NBIS), to other chipmakers like Broadcom (AVGO) and Marvell (MRVL). Also on Kevin's radar: yields and the steady climb they've experienced on rising inflation expectations. ======== 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
The “Henssler Money Talks” hosts ask the question many investors are quietly wondering: Are we witnessing a technological revolution — or another dot-com-style bubble? We'll compare today's AI-driven rally to the market environment of 2000, explore why the Magnificent 7 continue to dominate investor attention, and discuss whether confidence in an “A.I. put” is fueling one of the most concentrated and optimistic stock markets in decades.Original Air Date: May 16, 2026Read the Article: https://www.henssler.com/is-the-ai-rally-a-bubble-similarities-differences-and-risks
Trading Stocks Made Easy with Tyrone Jackson: Investing in Stocks | Investing Money
http://www.witradeschool.com In episode #273 of the Trading Stocks Made Easy Podcast, Tyrone Jackson talks about AI Stocks and Fast Money. http://www.thewealthyinvestor.net Experienced traders know that discipline is the key to success. Inexperienced traders lose significant amount of trading capital when greed trumps discipline. Take Tyrone Jackson's advice and you, too, can be a six figure trader.
Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations. (0:30) - AI Value Trade: Where Should You Be Looking To Invest? (6:30) - Tracey's Top Stock Picks To Keep On Your Radar Right Now (30:00) - Episode Roundup: MU, SNDK, NVDA podcast@Zacks.com
Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations. (0:30) - AI Value Trade: Where Should You Be Looking To Invest? (6:30) - Tracey's Top Stock Picks To Keep On Your Radar Right Now (30:00) - Episode Roundup: MU, SNDK, NVDA podcast@Zacks.com
Look beyond NVIDIA with Willdan Group, Duos Technologies, and Innodata. (0:30) - Where Should You Be Investing When Buying Into The AI Trade? (2:00) - Tracey's Top Stock Picks (17:30) - Episode Roundup: WLDN, DUOT, INOD Podcast@Zacks.com
Discover if Tech and AI stocks are in a bubble. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
On this episode of Market Mondays, we broke down Micron's incredible run and explained why MU continues to be one of the hottest plays in the AI boom. We also discussed TSM's dominance in the semiconductor space, AMD's next big move, and whether Apple can still maintain its position as one of the most important companies in the market.We also analyzed Robinhood's recent momentum and debated whether the IPO market is officially making a comeback. In addition, we discussed the most overrated market indicators investors rely on and highlighted several sectors we believe investors should stay away from in the current environment.To close the show, we covered Paul Tudor Jones' latest warning about the economy and had an important conversation about debt repayment, investing strategy, and how investors should navigate today's market conditions. This episode is packed with game, market insight, and long-term investing gems for every level of investor.#MarketMondays #Investing #Stocks #MU #TSM #AMD #Apple #Robinhood #StockMarket #AI #TechStocks #Finance #WealthBuilding #EarnYourLeisure #Trading #Investments #Business #WallStreet #InvestingTipsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
U.S. stocks are lower in early trading.
After a record run, stocks hit a slump.
Send us Fan MailWelcome to Safe Dividend Investing's Podcast # 274 on May 9th of 2026. My name is Ian Duncan MacDonald, and I am the author of 7 investment books. My seventh investment book, Achieving Financial Independence Safely - 200 NYSE Stocks Analyzed and Scored" became available January 3rd on Amazon. You can easily find it by searching in Amazon or Google for "Ian Duncan MacDonald books". For more information on all my books, stock scoring software and podcasts go to www.informus.caIn this weeks episode I explain why the secret to achieving financial independence is learning how to measure the degree of risk in stocks so you can choose those with the greatest numerical chance to constantly grow your portfolio's share price annually by 10% while enjoying a dividend yield percent exceeding 6%. This objective immediately rules out investing in AI stocks like Nvidia, Microsoft, Alphabet, Amazon, Meta, Apple and Advanced Micro Devices. The purpose of a company is to make a profit not to provide a gambling platform for speculators trying to time when shares will dramatically climb so they can quickly sell them at a huge profit and then repeat this game over and over again for the rest of their lives - or until all their investment money is lost.IAN Ian Duncan MacDonald Author and Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 imacd@informus.ca
Transformative technologies create speculative frenzies. Robin Wigglesworth, host of the new FT podcast The Story of Money, joins Katie Martin and Rob Armstrong to talk about what financial history can teach us about today's AI-driven stock market. Also, we go short GameStop's attempt to acquire eBay, and long tiny ice cream treats.Subscribe to The Story of Money wherever you get your podcasts, and on the show's dedicated YouTube channel here. Learn more at ft.com/tsom. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
AI and oil send stocks lower.
As the market rebounds to all time new highs, find out about the stocks that are still "on sale", including Technology and Mag 7 names. We share top Wall Street Investor's Nancy Tengler and Jason Ware's buy lists right now. We also update you on the Space ETFs and the massive upcoming IPO of SpaceX.
Simon Erickson of 7investing breaks down two high-potential watchlist stocks: Micron Technology (NASDAQ:MU) — a memory giant riding the AI boom with explosive margin expansion — and Infleqtion (NYSE:INFQ), a newly public quantum computing company using groundbreaking neutral atom technology. Micron's high bandwidth memory (HBM) is completely sold out through 2026, with gross margins expanding 16 percentage points year-over-year on $13.6B in quarterly revenue. This is one of the most compelling AI infrastructure plays in the semiconductor space right now.Infleqtion just hit public markets via SPAC in February 2026 and is already partnered with NVIDIA (NASDAQ:NVDA) through a CUDA integration called Qlink. With quantum computing threatening RSA encryption and unlocking solutions classical computers can't touch, government contracts, defense spending, and research grants are flooding the space — justifying premium valuations for early-stage leaders.