Our next guest expects the AI trade to shift from broad enthusiasm to a more selective environment in the new year. Wall Street legend Rick Sherland is founder of Sherland Partners and recently joined Wedbish Investment Banking as a senior adviser. Rick, great to have you with us. Nice to see you.>> Melissa, thanks for having me. And I should caution you that I no longer wear the analyst hat, so I'm going to be ducking some stock questions probably. >> That is fine.We we want to get into your head, Rick, in ...

So, at the end of a week of wild swings, what have we learned about this trade. Or is this just sort of a blip in the bigger AI trade. Tim, what do you think.>> Uh, no. I look, I think the last month has been important in terms of evaluating free cash flow from companies that that were gold standard by looking at the debt markets by assessing the dynamics of does Oracle have funding. Are the the blue owls of the world sticking by.There's other folks that are uh you know, that's emblematic of a broader story ...

What is the future of the AI trade and how are you playing it next year. Art, is it Mac 7 or Bust for you. >> Uh, it's not.And I'll tell you this, I think this was the year after uh 3 years of AI u being rolled out and the revolution starting where investors clearly had to start to differentiate. And the differentiation point really came to the fact that if you're spending massive amounts of money on capex to build out your large language model, that's fine if it's coming from free cash flow. If you're putt ...

Let's turn to our next guest who isn't worried and says the magnitude of upside in Micron today shows the AI trade is back on. Michael Sanseta is CIO at Silvent Capital Management. Michael, it's good to see you.This will have some people shaking their head heads, others breathing a huge sigh of relief. Uh what do you see happening here. >> Yeah, this is a great um measure of actual demand again and this is important to remember.There's not a lot of those left for this year. Uh but Micron's demand and and re ...

Let's turn to our next guest who isn't worried and says the magnitude of upside in Micron today shows the AI trade is back on. Michael Sanseta is CIO at Silvent Capital Management. Michael, it's good to see you.This will have some people shaking their head heads, others breathing a huge sigh of relief. Uh what do you see happening here. >> Yeah, this is a great um measure of actual demand again and this is important to remember.There's not a lot of those left for this year. Uh but Micron's demand and and re ...

An anxious market, a turbulent tech trade, and what to do about it. Let's ask our panel. Trivariates Adam Parker, High Tower Stephanie Link, I Capitalap Shanali Bassic.Adam and Stephanie are both CNBC contributors. It's great to have everybody with us. Chanali, I'll turn to you first because you're sitting with me right here at Post 9 at the New York Stock Exchange.What's going on in this market. >> You know, it's interesting. We've been saying for months, right, that the tech trade would get more selective ...

I'm quite tired of this "AI trade" narrative, and therefore decided to visit a relatively docile corner of the market (at least for the moment), namely oil and gas stocks. I'm of the view that staying out of the headlinesPearl Gray is a proprietary investment fund and independent market research firm. We primarily focus on Fixed-Income and Capital Flows. However, our Seeking Alpha readers can expect a cross-asset blend, extending to analysis of equity REITs (including Preferred Shares), Investment Fund Appr ...

Joining us here at Post9 today, Steve Sosnik, chief strategist at Interactive Brokers, has a 6,500 year-end target for the S&P in 2026. That's a curious number, Steve. Good to have you. >> Good to see you.>> What What would lead us to that. >> A lot of a confluence of different factors. First of all, I'm an inherent contrarian, so let me start with that.And I I I I believe I'm kind of an outlier and I'm in being a little lower, but history, I think, is it points to caution. number one, secondyear presidenti ...

The S&P Among Sensex constituents, shares of Axis Bank, Eternal, The broader market showed little conviction, with mid-cap and small-cap indices trading largely flat.In single stocks, Live Events climbed 2% on reports that the state-run telecom and ICT services provider is in talks with Elon Musk-owned Starlink over a potential partnership in India.Expert viewsRecent sharp fall in the rupee and crude has been attracting the attention of investors and decline in crude, on poor demand from China and the US, ...

US stock futures rose on Wednesday, poised to backtrack on a string of recent slumps as investors continued to debate what the latest jobs data means for Federal Reserve policy and the health of the US economy. Dow Jones Industrial Average futures (YM=F) nudged up 0.1%, while those on the S&P 500 (ES=F) added 0.2%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) also moved up 0.2%, after US stocks finished mixed in Tuesday's session.  Also in focus, oil jumped over 2% after President Trump ordered a block ...