When I was writing How to Make Money in Any Market, I tried to isolate growth stocks where I could find them. I was concerned that if every growth stock I highlighted was linked to the data center, you'd end up with a portfolio that could crush you the moment the data center story went out of style in the Wall Street fashion show, which of course is exactly what happened. So, I looked at healthcare and tried to figure out which growth stocks would come from that typical double-digit growth sales cohort.I th ...

It is time. It's time to go light and then the lightning round is over. Are you ready.Ski daddy. Let's start with Lauren in California. Lauren.>> Booyah. Jim. Hey.What can you tell me about what can you tell me about you. Unusual machine. Man, drone technology highly expected of losing a lot of money.Let's be very careful. Let's go to John in South John. >> Hey Jim Booya.>> Booyah. John, what's going on. >> Not much, but I have some BL and I'm >> Well, okay.Well, T, you know what. It's 20 times earnings. It ...

Market Sentiment & Investment Trends - Wall Street认为人工智能公司在数据中心建设上的投入过高，数十亿美元的支出让资金管理者转向其他科技公司或增长型公司 [1] - 数据中心现在被视为不受欢迎的投资，华尔街更青睐与数据中心没有关联的工业公司 [1] - 道琼斯指数下跌 302 点，标准普尔 500 指数下跌 24%，但纳斯达克指数上涨 23%，数据中心股票前景黯淡 [2] Data Storage Companies - 今年标准普尔 500 指数中表现最好的五家公司中有四家是科技公司，包括 SanDisk, Western Digital, Seagate, Micron 等传统数据存储公司 [2] - 这些公司受益于巨大的需求和供应不足，可以不断提高价格 [3] - 数据存储公司具有繁荣与衰退的周期性特点，一旦有足够的设备来制造产品，它们的股票就会像往常一样暴跌 [3][4] Future of Tech - 报告关注数据中心、超大规模企业、专有半导体等科技公司的未来发展 [4]

Sell the automaker. Why, Carter. >> Well, sometimes you know you're full.Uh, expensive is a is a hard word to use. Valuation is a bad timing tool. Let's go right to the charts and try to figure it out together.So, this is an all data chart since this new iteration coming out of bankruptcy. And we're up to the internal trend line in effect since the IPO. A big move to a difficult level.Another way to draw the lines. Um, since the lows of uh two years ago, we're at the upper band of the channel. In this perio ...

Final trade time, Steve. >> You can go broke on picking bottoms in Ethereum, but I did add to my ETH Grayscale Mints. >> Carter, >> nothing wrong with taking profits.Sell some GM if you're long. >> Bon. >> Well, being that Carter's on the show, I'm going to take my stab at a bearish to bullish reversal name, CVS. >> Long day for you, Mel, but you're killing it as usual.I think Netflix bounces. ...

for more. Securitize CEO Carlos Domingo joins us here on set. Carlos, welcome.Thanks for >> we were just talking during the break. You've been working on this for eight years or so, but only in the six past six months or so has tokenization really come to the forefront to the mainstream in terms of being a theme on Wall Street. Why do you think that is.I think partly obviously because of the regulatory changes and and the the new chair of the SC Polatkins who is a big proponent of tokenization and how they' ...

So when you look at the financial impacts of potentially losing these enhanced subsidies at the center of the government shutdown, uh could you detail for us, you know, what that would mean for households. >> In the most practical sense, what it means is that the generosity of the tax relief that they've been getting to afford their health insurance is is is going to go down. So the the subsidies are going to revert on January 1st to the subsidies that existed precoid and those helped many millions of peopl ...

Fed Policy & Market Liquidity - The market should take the Fed's storyline with a grain of salt, as they tend to downplay the impact of their balance sheet on risk assets [7] - The Fed's QE, even when disguised as reserve management purchases (RMPs), adds liquidity to the system and monetizes debt, which is a positive signal for risk assets [5][6] - The market reacted positively to the FOMC meeting due to the Fed's balance sheet actions [7] - The industry anticipates a more dovish Fed in the future, which is generally bullish for risk assets [14] Economic Data & Growth - Economic data is noisy and subject to revisions, with 15 million job revisions in 2023 and 2024 [2] - Despite the noise, the trend shows good growth data, high productivity, and rising real wages, though not fast enough to concern the Fed [3] - The economy may be in a Goldilocks scenario, similar to the 1990s, which is positive for equity markets [12] - The US had two consecutive quarters of 4% growth without significant job creation, indicating a productivity story [11] Market Outlook & Risks - The market expects a test for the new Fed chair, similar to what happened with previous chairs [8][9] - Lower oil prices and potentially lower mortgage rates support a bullish outlook [13] - The credibility of the new Fed makeup and potential machinations within the committee could create bumps in the market [12][14]

John, that's right. Jared Kushner's affinity partners says it is now out of the project to purchase Warner Brothers Discovery alongside uh the Paramount offer. Remember Jared Kushner had been one of the investors listed uh in that through his uh private equity firm.We now have a statement from that private equity firm, Infinity Partners, a spokesperson there telling us with two strong competitors vying to secure the future of this unique American asset, Affinity has decided no longer to pursue the opportuni ...

What should we make of this pressure in the space. Is this a value trade or value trap guy. What do you think.>> Yeah, Steve's been talking about the underlying commodity for a while and it's going his way. But in terms of the stocks, until the last week or so, they've been a value trade. Now, I think people feel they're on the wrong side of it because they're sort of looking at the underlying commodity and they're sort of equating the weakness there with the weakness in the stocks.Peter Burkvar had a note ...