AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?
InvestTalk16 Maj

AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?

Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality.

Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?, Verizon Communications Inc. (VZ), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pershing Square Inc. (PS), Pershing Square USA, Ltd. (PSUS), Oil Futures Curve, KPP Newsletter, Intel Corporation (INTC), Private Company Shares Access.



Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince: https://quince.com/invest
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


Advertising Inquiries: https://redcircle.com/brands

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(2110)

Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026

Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026

Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment.Today's Stocks ...

23 Maj 44min

Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth

Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth

Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and pol...

22 Maj 44min

War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings

War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings

Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industr...

21 Maj 42min

Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors

Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors

Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under seriou...

20 Maj 41min

Market Volatility Isn’t the Problem — Emotional Investing Is

Market Volatility Isn’t the Problem — Emotional Investing Is

Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions.Today's Stocks & Topics: Tractor Supply Company (...

19 Maj 44min

US Dollar Outlook 2026: Strength, Weakness, and What's Driving It

US Dollar Outlook 2026: Strength, Weakness, and What's Driving It

The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar swings mean for intern...

15 Maj 42min

Is Goldman Sachs Right About the Fed Rate Cut Forecast?

Is Goldman Sachs Right About the Fed Rate Cut Forecast?

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief mea...

14 Maj 41min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
badfluence
rss-borsens-finest
rss-svart-marknad
svd-tech-brief
avanzapodden
uppgang-och-fall
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rss-dagen-med-di
lastbilspodden
dynastin
kapitalet-en-podd-om-ekonomi
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon
rss-kort-lang-analyspodden-fran-di