Trump Media and Technology Group said it will merge with an experimental fusion energy corporation called TAE Technologies. In an all stock transaction valued, they say, at more than $6 billion, shareholders of each company will own approximately 50% of the combined company, which the parties are calling one of the world's first publicly traded fusion companies. And they say that Trump Media's hefty balance sheet is going to help fuel innovation in that fusion energy tech.The company says it's just on the v ...

Scott, you know, you just talked about Micron, you've talked about AI. Both of those have just notched a major win in the House. They have just passed regul regulation that would basically help speed up data centers, the building of data centers as well as the building of transmission lines.And of course, the power and the energy that is much needed to power those data centers. And it actually passed the House with bipartisanship. You saw about 11 Democrats cross the aisle and vote with Republicans on that. ...

Market Trends & AI Trade - AI 交易在今年表现强劲后，投资者可能会锁定部分收益 [2][7] - Micron 认为其需求超过供应，主要由于 AI 的发展 [3] - 服务业通胀率目前为同比增长 2.3% [4] - 预计到 2026 年，科技行业的盈利增长率仍将达到 28% [6] - 材料行业的盈利增长率预计也将超过 20%，工业行业预计超过 15% [6] Investment Opportunities & Risks - 尽管 AI 股票可能面临短期阻力，但人工智能的采用和货币化仍在朝着正确的方向发展，因此可以考虑买入，并期望在 2026 年继续保持强势 [4][5] - 建议投资者分散投资组合，因为科技和通信服务占标准普尔 500 指数的 45% 以上，存在集中风险 [5][7] - 市场开始转向今年表现不佳但出现转机的公司，例如 Lululemon [8][9] - 芯片制造商仍然可以盈利，但最终可能会变得更加商品化，因此可以关注能从 AI 中受益的软件公司 [10]

Let's get more now on the story. Pharma and biotech reporter Anukica Kim Constantino. Anukica, what's the story here.Is this pill going to be ready soon. >> Right. So, thanks for having me on today.So, basically the news today is that Lily has trial data showing that its obesity pill could be an effective maintenance treatment for people that want to preserve their weight loss but don't want to keep taking weekly injections like Wgoian Zepbound. So in this trial, they basically followed people that initiall ...

Regulatory Change - The executive order will reschedule marijuana from a schedule one to a schedule three controlled substance [1] - The reclassification acknowledges legitimate medical uses for marijuana [1] Medical Applications - American patients have requested this action for decades to alleviate extreme pain, incurable diseases, aggressive cancers, seizure disorders, neurological problems, and more [2] - Veterans with service-related injuries and older Americans with chronic medical problems are among those who may benefit [2]

Mergers and Acquisitions - Trump Media is merging with TAE Technologies, a nuclear fusion power company [1] - The combined company will be co-run by the nuclear team and the media team [1] - Investors reacted positively, with Trump Media shares soaring [1] Nuclear Energy Outlook - Nuclear energy is viewed as a resource that will be needed in the future [4] - The industry anticipates a nuclear renaissance with a four-phase approach [4] - The phases include maintaining existing capacity, restarting shut-down plants, increasing capacity at existing facilities, and increasing electricity capacity by 2030-2035 [5][6] - Long-tail technology investments need to be cost-effective and cost-competitive to be viable in the electricity markets [7] BP Leadership and Strategy - BP appointed Mega O'Neal as CEO, the fourth CEO in six years and the first female CEO [7] - BP had previously made poorly timed pivots towards renewables but is now shifting back [8] - A new CEO may be the right strategy to correct corporate missteps [9] - Energy demand is expected to continue rising, creating opportunities across the energy sector if the strategy is right [10]

Market Dynamics & Investment Strategy - A healthy bull market distinguishes strong companies from weaker ones, indicating conviction in fundamentally sound businesses [1][4] - The market favors adding to positions in stocks demonstrating strength, provided the fundamentals remain supportive [3] - Divergence in stock performance can signal early conviction in a company's strength [1][3] Comparative Analysis: Micron vs SMCI - Micron demonstrates resilience, recovering quickly after earnings reports, suggesting market confidence [2] - SMCI's stock declined significantly from $118 to $30 over approximately 20 months, indicating market skepticism [2] - Despite both Micron and SMCI being suppliers to the AI data center buildout theme, the market perceives Micron as a superior investment [2] Overall Market Assessment - The current market environment is not characterized as a speculative hype bubble, but rather a sorting process of identifying winners [4]

We've got some breaking news on the race for Fed chair. Steve Leeman is standing by for more on that. But first, let's head to Washington to Aean Jabvers.And Aean, what's the news. >> Kelly, the news is the president was just talking about the Fed chair race uh in a session in the Oval Office. Reporters asked him about how many people he's considering for the job. The president said he's considering three or four people for that job.The president did not commit to selecting a Fed chair before the end of thi ...

With the skepticism surrounding the inflation data, what should you do with your money. Do you go all in on stocks. Do you proceed with some more caution.Let's ask Rebecca Patterson, independent director at Vanguard and the former chief investment strategist at Bridgewwater. Great to see you first of all. >> Good to see you.>> Do do you I hate to put it quite this way. Do you care about the the vagaries of whether this report is reliable or not. Can you can you wait it out.Do you look to the market reaction ...

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