Bulls waste a huge amount of time shadow boxing the Bears. Yeah, the Bulls are always on the defensive even when they have the history, the data, and the numbers on their side. How is that possible.I think people just refuse to trust the market. They want to find reasons not to like stocks, and they're willing to go to great lengths to find them. Sell, sell, sell, sell, sell, sell, sell, sell.You can see it on a day like today. One that started very negative and then rebounded slowly down ultimately finishi ...

Final trade time. Timothy, >> it's been kind of a surprising run for the US automakers. I am long GM, but I tell you what, I have a position in port and it's going higher.>> Karen, >> yes, you are. I love the company. Did not love that expense margin uh pressure today.If you're looking for a place to get in, wait at least 3 days on this. >> Dan, >> sure. Nike looks like it's poised to go back towards those post earnings high 75 bucks.>> Contessa, you talk about Yahoos and Ch. Fant first time. Yahoo and chun ...

The SIBO volatility index down today, ending at its lowest in nearly two weeks, but problems may still lurk under the surface. Manny Shu is the head of derivatives market intelligence for SIBO Global Markets. Manny, it's always great to see you. >> Great to be here.>> Um, we've been remarking about sort of that, you know, on the surface everything looks calm on the, you know, index level, but then individual stocks seem to have crazy moves and you actually note that the volatility in individual stocks is mu ...

The question going in here is the stocks run and the valuation of the stock. >> Yeah, I mean the AI business was like up a couple percent or something like that. And though when you think about the demand um that they're talking about when it comes to PCs and refresh, I mean half their sales almost is HP, Dell um and Lenovo.So if you're talking about like laptops and PCs that need on the dem like on the device like AI, Apple doesn't have on the device AI like they're just going through this upgrade. So So w ...

Sports Betting Impact on NBA - Carmelo Anthony believes sports betting affects athletes mentally, as they worry about fan reactions based on betting outcomes [3][4] - He suggests that the current betting environment changes the narrative of the game [4] - The discussion highlights the potential need for ramifications or changes related to sports betting's influence on the game [4][6] Integrity Concerns & Potential Manipulation - The report points out the risk of players manipulating their statistics to benefit specific bettors, referencing the Damon Jones and Terry Roier situation [5] - Prop bets, or individual player bets, are identified as a potential area of concern [5] Potential Solutions & League Response - Leagues may need to discuss limiting certain bets with betting companies, potentially eliminating prop bets or modifying available bets [7] - One suggestion involves not accepting bets on players playing less than a certain amount of minutes [8] - The NBA, previously very pro-gambling, might need to reconsider its stance and implement limits [9]

Market Fundamentals & Trends - Data center vacancy rates across North America are below 3% [3] - Tier one markets experience even lower vacancy rates, below 1% [3] - The imbalance between data center supply and demand could reach 10 gigawatts by 2030 [5] - Data center infrastructure demand is expanding to newer geographies [5][10][11] Power & Infrastructure - Grid lead times for power are currently 5 to 7 years [6] - Data center consumption is expected to quadruple from 2-3% to 10-12% of total power consumption in the next 5+ years [7] - Utilities are implementing deposit requirements for turbines and other infrastructure [8] - Collaboration among tech companies, utilities, and data center developers is crucial for securing power [8] - Alternative power solutions like nuclear and renewables are becoming increasingly important [9] Investment & Valuation - Investors are questioning data center valuations amid concerns about an AI bubble [1] - Meta is investing $29 billion in a data center project in Louisiana [10]

Joining us now is Arjun Merty, partner at Veritin. Arjun, a lot of this seems to be driven by the macro and uh certainly in this administration, the headlines can change quickly. How much can investors bank on this.>> John, we've been here before. We've had a bunch of bouts of geopolitical turmoil, both bullish and bearish. Bullish, the sanctions on Russia announced over the weekend.We saw Israel bomb Iran. And previously we've had bearish headlines whether it was liberation day tariffs or spiking uh China ...

to Intel. Those shares are higher in overtime by more than 6%. The company topping revenue estimates beat in their product segment, but missed in the foundry business.The AIPC unit also up double digits. Joining me now is Matt Bryson, semiconductor and hardware research analyst at Wedbush. He's got a neutral rating on Intel.Uh Matt, I'm looking at the gross margins here, which have had been an issue for investors uh until the federal government bought in. I mean, given that it's uh chasing uh this demand is ...

Market Outlook - The CPI report is considered a binary event, with risks skewed to the upside for the equity market, especially with upcoming hyperscaler earnings, Fed meeting, and US-China meeting [2][3] - Unless CPI comes in really hot, investors might want to position more bullishly into those events next week [3] Gold as a Hedge - After the selloff, gold is considered a great entry point, driven by fiat currency devaluation [4] - The industry uses a measure of M2 money supply divided by the gold price to gauge the currency cycle [5] - The industry identifies a currency devaluation cycle that started in 2022, coinciding with the Russia-Ukraine conflict and the hiking cycle [6] - Regression analysis identifies budget balance, fiscal deficits, debt to GDP, and inflation as drivers of the currency cycle, all expected to remain negative [7] - Historically, the S&P 500 underperforms gold during devaluation, making gold a good hedge against S&P 500 and devaluation [8]

AI 行业趋势与资本支出 - AI 交易是过去 12-24 个月的热门话题，硅谷对正在发生的所有创新感到兴奋[2] - 资本支出为网络安全、云基础设施和应用层奠定了基础[2] - 终端用户对基础设施的需求依然强劲，全球财富 500 强公司以及消费者对此都有需求[4] - Chat GPT 用户已超过 8 亿，占世界人口的 10%[4][5] 私募市场与公开市场 - 私募公司（如 OpenAI 和 Anthropic）的估值持续快速增长，但由于其不透明性，难以完全掌握其发展方向[6] - 公开市场投资者难以了解这些私人公司的指标[7] - 风险投资公司希望看到更多此类公司上市，以便公开市场和分析师能够获得更多数据来了解 AI 交易的潜在价值[7][11] 风险与机遇 - 量子计算领域存在大量投机，该领域相对未经证实[9] - 风险投资是一项长期业务，投资的公司可能需要 3-10 年才能被大众所知，不确定性是业务的重要组成部分[13][14] - 许多风险投资支持的公司最终不会成功，但成功者将产生重大影响，可能成为下一个 Meta、Google 或 Amazon[17] - Anthropic 公开披露，其年度经常性收入从年初的 10 亿美元增长到夏季的 50 亿美元[15]