Market Trends & Investment - AI investment share of US GDP is smaller compared to other tech cycles [1] - Independent power producers are experiencing growth [3] - Thematic investments experienced a rally, followed by a calming down period [4] Company & Sector Specifics - Terry Nobatum, a nuclear reactor developer, recently listed via SPAC [2] - Bloom Energy, a fuel cell provider, is a significant component in the Russell 2000, partnering with Brookfield to power data centers [4] Market Performance & Analysis - S&P market cap is under 2% [1] - S&P 500 experienced three failed morning rallies in the past three days [5] - S&P 500 is up more than 1% week to date, regaining about half of last Friday's loss [5] - Bitcoin has not recovered from the deleveraging event, remaining under $110,000 [6]
Opening Bell: October 17, 2025
CNBC Television·2025-10-17 14:07