Market Sentiment - The current market sentiment is characterized by unease and confusion among investors despite stronger economic data [1] - Investors are beginning to realize that AI advancements may lead to significant job impacts, as evidenced by major layoffs at companies like Amazon [2][3] Impact of AI on Employment - There is a growing awareness that AI will affect human capital contributions to GDP, leading to concerns about job security [2][4] - This shift is seen as part of a broader "creative destruction" process inherent in capitalism, where old methods are replaced by new technologies [4][5] Sector Rotation - The recent rotation out of software and financials is viewed as overblown, although it reflects a genuine concern about the future of these sectors [6][11] - Software companies that integrate AI components are seen as more viable investments, with examples like Intuit being highlighted for their strategic partnerships with AI firms [8][10] Investment Strategy - The company has shifted its focus towards energy investments, particularly in light of geopolitical tensions and the rise of data centers, while also maintaining a long-term view on commodities like gold and silver [12][13] - A frontier fund specializing in technologies such as AI, robotics, quantum computing, and blockchain is being promoted as a long-term investment opportunity, despite its volatility [15][16] Market Forecast - The market is expected to experience a pullback of 5-10% in the first quarter, with a potential turnaround in the latter half of the year [18][19] - The anticipated market increase is modest, projected at 5-7%, with significant volatility expected in the interim [19] Buying Opportunities - There is a belief that current software stocks are oversold, presenting buying opportunities for long-term investors [20][21] - Investors are advised to be contrarian and avoid following the crowd, as behavioral selling often leads to poor investment decisions [21] Risk Management - Investors are encouraged to assess their risk tolerance, especially in a volatile market environment, and consider more stable investments if necessary [22][23] - The transition to new technologies is expected to take time, with a stabilization period projected over the next five years [24]

Nvidia (NASDAQ: NVDA) will not report earnings until later this month, but it doesn't have high AI capex spending like the other hyperscalers because it is primarily in the business of selling GPUs, and doesn't manufacture its chips, so it's actually a capital-light business.Apple (NASDAQ: AAPL) continues to lag on AI capex and is only guiding for $13 billion of capex in 2026.Tesla (NASDAQ: TSLA) said it plans to more than double capex to about $20 billion in 2026 to fund the expansion of its robotaxi fleet ...

Core Insights - Retail investors are increasingly driving market leadership, with the Retail Kings ETF highlighting where their money is flowing, focusing on momentum and participation [1][2] - The retail community is characterized by a significant wealth transfer, with $68 trillion expected to be inherited by younger generations who are actively stockpicking and following market trends [3][4] Investment Focus - The Retail Kings ETF targets companies with unique intellectual property and technological advantages, often discussed by competitors and involved in the fourth industrial revolution across various sectors [5][10] - The ETF utilizes retail sentiment intelligence, analyzing social media and internet trends to differentiate between genuine long-term investment interest and noise from scams or bots [6][8] Market Trends - The portfolio is tech-heavy but avoids the "Mag 7" stocks, indicating a shift towards smaller to mid-cap companies that are seen as disruptors in their respective fields [9][10] - Retail investors have shown resilience by buying the dip during recent selloffs in software stocks, indicating confidence in the long-term potential of these companies [11][12] Future Outlook - The total addressable market for AI is projected to grow from $390 billion to between $2.5 trillion and $3 trillion by 2030, necessitating energy and infrastructure investments to support this growth [17][19] - Companies involved in AI infrastructure, including those in energy and tech, are expected to benefit significantly as retail investors increasingly allocate funds towards these sectors [20][24] Retail Investor Behavior - There is a notable generational shift in investment habits, with 72% of millennials and younger generations now allocating funds to equities, compared to less than 50% a decade ago [27][29] - Retail sentiment is improving, with high enthusiasm for technology and the fourth industrial revolution, as evidenced by discussions in social media communities [31][32] ETF Composition and Strategy - The Retail Kings ETF may include stocks related to crypto if they meet the momentum scoring criteria, but there is caution regarding current market conditions for cryptocurrencies [33][35] - The ETF undergoes quarterly rebalancing to adapt to market changes and investor sentiment [37]

Join me now here at the big board is Kenny Pokari, senior market strategist at Slate Stone Wealth. All right, Kenny, let's get right into it because I think so often we forget about the milestone because we move on to the next Jay, but we hit Dow 50,000 and I know to some people it's just a nice round number, but talk to us about the significance of that. >> It it is it's a massive significance.Actually, in my note this morning, I wrote when I was here in 1983 at 22 years old, it was Dow 792. It is now down ...

Group 1: Tesla and FSD - Tesla is at a pivotal moment in its history, with significant focus on Full Self-Driving (FSD) and autonomous capabilities, which are expected to drive future growth [2][3] - FSD adoption is projected to increase from 12% to 50%, which could significantly enhance Tesla's margins and stock valuation, with a base case target of $600 and a bull case of $800 [2][4] - The year 2025 is anticipated to be a major transition year for Tesla, with 2026 potentially being a "golden year" for the company [3] Group 2: Industry Dynamics - The tech industry is facing challenges related to power and chip shortages, which could impact the fourth industrial revolution [5][9] - Major tech companies like Microsoft, Google, and Amazon are expected to focus on vertical integration to address power supply constraints [6][8] - The current environment is described as an "arms race," where energy shortages are the primary limiting factor, rather than capital or technology [9]

The artificial intelligence (AI) revolution is entering a critical phase, and two software companies are positioned to capitalize on what analysts are calling a once-in-a-generation opportunity. Wedbush analyst Dan Ives believes the upcoming tech earnings season will validate the massive AI buildout. Ives expects Q4 results will be led by Big Tech and backed by field checks, indicating robust enterprise AI demand. More News from Barchart Ives projects that AI spending will reach $3 trillion over the n ...

Core Viewpoint - Genius Group Limited has launched Genius School, an AI-powered education model aimed at preparing students for a post-singularity world, with a focus on future skills and innovative learning approaches [1][3]. Group 1: Company Developments - Genius Group has successfully acquired 51% ownership of ProEd Global School in Bali, Indonesia, and is integrating its Genius School model with ProEd's existing curriculum [2]. - The company aims to establish ProEd as a leading Future School in the Asia Pacific region, focusing on teaching future skills through various educational programs [2][19]. Group 2: Educational Philosophy and Curriculum - The curriculum is based on the World Economic Forum's White Paper, which identifies eight Future Skills essential for students to thrive in a rapidly changing world [4]. - The eight Future Skills include global citizenship, innovation and creativity, technology skills, interpersonal skills, personalized learning, accessible learning, problem-based learning, and lifelong learning [5][6][7][8][9][10][11][12]. Group 3: Principles of Genius School - The first principle, "Ignite Your Genius," emphasizes personalized learning tailored to each student's unique talents and passions [13]. - The second principle, "The Future ABCs," focuses on preparing students for a digital workforce through foundational knowledge in AI and blockchain [14]. - The third principle, "Your Life's Work," encourages students to pursue their passions and create meaningful lives rather than merely seeking employment [15]. Group 4: Market Position and Reach - Genius Group serves 6 million users across over 100 countries, providing AI-powered education and acceleration solutions [21].

Market Performance - The Dow Jones Industrial Average dipped by 246 points, the S&P 500 plunged by 1.07%, and the NASDAQ, heavily populated with AI stocks, fell by 1.69% [2] - There is a significant rotation from high-performing AI stocks to more traditional sectors like food and pharmaceuticals, indicating a shift in investor sentiment [2] AI Sector Analysis - The AI data center stocks are experiencing a notable decline, with Polcom stock collapsing despite a decent quarterly performance that was poorly received [2] - The current market environment is causing some investors to exit their positions in AI stocks due to the pain of losses, suggesting a potential short-term sell-off [3] Long-term Outlook - There is a belief in AI as a key component of the fourth industrial revolution, with expectations that many AI stocks will become attractive once their valuations decrease [4] - Nvidia is highlighted as a stock worth holding long-term rather than trading, reflecting confidence in its future performance despite current market volatility [4]

Core Insights - The foreign language major in China is experiencing a significant decline, with many universities cutting programs due to changing job market demands and globalization trends [1][2][3] Group 1: Program Cuts and Trends - Over 28 foreign language-related programs have been eliminated from 109 universities between 2018 and 2022, with Japanese, English, and Korean leading the list [1] - In the 2024 academic year, 13 English programs, 11 translation programs, 9 Korean programs, 9 business programs, and 5 Japanese programs were cut [1] - The top 50 programs with the highest cancellation rates in the last five years include English and Japanese, with 41 and 34 programs respectively [1] Group 2: Employment and Market Demand - The peak number of graduates from English programs exceeds 100,000, but the employment rate is below the national average, with a median salary of 5,695 [3] - The demand for foreign language professionals is declining due to advancements in AI, which can perform translation tasks more efficiently and accurately than human translators [5] - The Ministry of Education has implemented a mechanism to adjust programs based on employment rates, leading to a shift from expansion to a focus on quality and relevance [5] Group 3: Educational Reforms and Future Directions - Universities are merging foreign language departments with other disciplines, such as journalism and international trade, to create interdisciplinary programs [6] - The shift in focus indicates that foreign language studies must integrate into broader academic ecosystems to remain relevant [6] - The current adjustments in foreign language programs reflect a larger trend where STEM fields are receiving more resources and opportunities compared to liberal arts, highlighting the need for continuous skill development [7]

Wedbush Securities Managing Director Dan Ives has raised his price target for Apple Inc. (NASDAQ:AAPL) to $350, projecting a potential upside of approximately 26% from current trading levels.Check out AAPL’s stock price here.The iPhone 17 Supercycle And AI RevolutionIn a statement released on X on Monday, Ives cited stronger-than-expected sales of the iPhone 17 and the tech giant's accelerating momentum in artificial intelligence (AI) as the catalysts for the bullish revision.According to Ives, Apple is cur ...