I want to bring in another voice to this discussion right now. That's Beimo's Brian Bellski. Speaking of runway, he's raising his S&P 500 target to 7,000 from a prior 6700.He joins us on the phone right now. Brian, you've been listening to the discussion that we've been having over here about whether it's 1999 or 1997, whether Nvidia at 30 to 31 times forward earnings is bubbleicious or not. what exactly is your view in raising the S&P 500 target.I think I kind of know at this point. >> Thanks, Tom, and tha ...

Let's turn to the broader market action this morning. Joining us here at Post 9 is DWS Group America's CIO David Biano. Welcome, David.It's good to have you. And today we we've got a nice broad rally, although NASDAQ is actually lagging for a change. Do you buy into the the broadening trend that this rally continues and it doesn't have to be led by big tech.It's a Friday morning and and not too bad. It's been a bit of a tough week though for those arguing for the the broadening of uh the equity market. Uh t ...

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Market Overview - The market is experiencing caution, with the S&P 500 on track for its longest losing streak in a month after a period of record highs [2][3] - The Dow is down approximately 0.4%, and the S&P 500 is closing around 6605, down 33 points or 0.5% [6][7] - The Nasdaq composite and NASDAQ 100 are down by similar amounts, while the Russell 2000 is down about 1% [7] Company Performance - Intel shares rose nearly 9% today, making it the top gainer in both the S&P 500 and NASDAQ 100, following an upgrade to neutral from sell by Seaport Global [13][14] - Lithium Americas also saw significant gains, up about 23% after a 96% gain the previous day [14] - CarMax was the worst performer in the S&P 500, down 20% due to weaker-than-expected results and challenges in the used car market [17][18] - Tesla shares fell 4.4%, with European sales down 22% last month, while overall European car sales rose 4.7% [19][20] Corporate Actions - Starbucks is closing about 1% of its stores in the U.S. and Canada, cutting 900 jobs as part of a turnaround plan, but the market reaction has been negative with the stock down [25][26] - The company has 360,000 employees globally, making the job cuts a small percentage of its workforce [28] Economic Indicators - Stronger economic data is impacting market sentiment, raising questions about the Federal Reserve's ability to continue cutting rates [23]

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Let's ask Truis wealth CIO Keith Lerner and Empower chief investment strategist Marta Norton who joins us here at Post9. Good to see both of you. Thanks for coming in.>> Yes, my pleasure. >> What do you make of I guess tech lagging, a little more volatility, this comment from the Fed chair. You don't get that every day about valuations in equities, >> right.And you know, I think it really is a sign of how extreme valuations are. We all know that valuations aren't a timing indicator. markets can grind on for ...

Market Valuation & Fed Policy - Elevated market valuations are a concern, but earnings growth and accommodative Federal Reserve policy mitigate immediate risks [1][2] - The market operates under the assumption of "don't fight the Fed" following the latest rate cut [2] Earnings & Fundamentals - The ability of earnings and fundamentals to justify valuations is crucial; the market's focus is on whether fundamentals can support current valuations [3] - The sustainability of the AI tailwind is key to supporting a positive fundamental outlook for equities [4] AI Growth & Free Cash Flow - Nvidia's market capitalization increased by $160 billion following an announcement, indicating strong AI growth [5] - Companies are generating significant free cash flow as their business models mature, providing financial flexibility [5][6] - Companies are using free cash flow to build moats, acquire new technologies, and secure future demand [6][7] Competitive Strategy - Companies are proactively "buying demand," which can be seen as a moat-building strategy [7][8] - Unlike the tech bubble, current revenue sources are more stable, reducing the risk of a fundamental collapse [8][9] - Mag Seven companies are reducing fully diluted share count, demonstrating financial flexibility [9] Potential Risks - There is a concern that companies are investing heavily out of desperation or fear of vulnerability [11] - Meta's significant investment in talent suggests potential concerns about competitive threats [11]

AI Investment & Growth Validation - OpenAI 将使用高达 1000 亿美元的投资购买 Nvidia 芯片，这验证了 AI 领域的增长 [1] - 数据中心需求自 7 月以来有所增加，表明 AI 交易和增长具有持续性 [2] - 行业观察人士认为，AI 领域的支出者（如超大规模企业）和供应商都非常有利可图，这并非传统意义上的补贴，而是对 AI 发展的积极信号 [3] Second Derivative Opportunities in AI - AI 带来的机会是无限的，包括算力、服务器和数据中心 [4][5] - 人力资本管理 (HCM) 领域预计将受益于 AI，约 40% 的受访者预计会增加在该领域的支出 [5][6] - 云计算和自动驾驶汽车等领域也将从 AI 的发展中受益 [6][7] Funding Sources for AI Investment - 部分资金可能从流出美国的资金回流而来 [8] - 货币市场拥有非常高的现金水平（77000 亿美元），可能成为 AI 投资的资金来源之一 [8][9] Market Performance & Strategy - 科技股预计将继续跑赢大盘，因为它是推动市场发展的核心力量 [12] - 由于科技是市场效率、收益和增长战略的根本来源，其他行业也可能出现超常表现 [13] - 尽管市场势头强劲，但投资者对黄金的投资增加，表明市场存在潜在的避险情绪 [14][15]

Futures calm this morning following a new highs for the Dow, S&P, and NASDAQ. Joining us right now is Stephanie Link, chief investment strategist at High Totower and a CNBC contributor. Okay, so here we are.We we're on the on the back of this big Nvidia news. A lot of people excited about that. I don't know.I'm actually curious before we even get into everything. How excited or not are you about that news. Oh, it's it's transformational.I mean, and this is incremental 350 to400 billion dollars for Nvidia ov ...

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