All right, let's get to it. Last mad dash of the week as we count down to an opening bell that'll be here in about seven minutes. Want to go back to Quantum. >> Yeah. Well, just because I was talking to Carl the other day about when you want to see a peak in this Sherwood Forest that I'm talking about the stocks that are pre-revenue or have revenue but not much, particularly Quantum, nuclear, you're going to have to see some insider selling. You have to see some huge amount. They've been bit up by retail. N ...

Tim, your final trade. I'm going to get myself a new neck tie. I'm going to treat you to one, Brian.In the meantime, I should have been listening to Karen all these years on Johnson Controls. Key part of that data center trade, electrical components, etc. Karen, ah, we are nice to say. Um, on it, we talked about this a lot last week.PPH, this is ETF, big cap pharma. I like it. I think there's value in this space.More to uh you saw the home builders downgraded and everything was down. I don't think you want ...

pretty stacked table! It was a fun dinner conversation earlier this year discussing all things Quantum, AI, Maths & Physics. 😀 https://t.co/FYPAWvihP8 ...

and Nancy, great day to have you on. I know you've been very constructive on this trade, but just your reaction to see the sheer momentum that we've had since those lows back in April and your outlook for the rest of the year. Yeah, thanks so much for having me, Ally.Um, I I think what investors can learn from this experience is you have to actually jump in when it feels the most painful. We were adding to a number of the chip names in April. We were adding to Tesla.uh it wasn't easy to do, but if you belie ...

Market Overview - The SPDR S&P 500 ETF Trust (NYSE:SPY) reached multiple all-time highs in September and the first three quarters of 2025, with expectations for further highs in Q4 [1] - Market indexes have shown resilience, with investors less concerned about headlines related to tariffs, unemployment, and international relations compared to earlier in the year [2] Historical Context - The current market conditions are reminiscent of 2017, characterized by consistent market growth despite volatile headlines [3] Sector Performance - Big technology stocks, particularly the "Magnificent 7," are expected to perform strongly in Q4, driven by technical and fundamental factors [4][5] - NVIDIA Corporation (NASDAQ:NVDA) is positioned for growth due to ongoing AI spending, with a potential price target of $200 by year-end [6] - Other notable stocks include Amazon.com Inc (NASDAQ:AMZN) and Apple Inc (NASDAQ:AAPL), both of which are showing signs of breakout potential [6][7] Market Composition - The combined market capitalization of the Magnificent 7 and Broadcom Inc (NASDAQ:AVGO) accounts for approximately 38% of the S&P 500, indicating their significant influence on market movements [8] Index Performance Predictions - The Nasdaq 100 is anticipated to outperform other major indexes in Q4, according to market expert predictions [9] Small Cap Analysis - The recent breakout of small-cap stocks, represented by the iShares Russell 2000 ETF (NYSE:IWM), raises questions about sustainability, with future Federal Reserve policy being a key determinant [10] - A drop in the 10-year treasury yield below 4% could catalyze further gains in small-cap stocks [11] Potential Volatility Factors - A Supreme Court decision regarding tariffs could introduce significant volatility in Q4, with potential implications for market stability [12][13]

Group 1 - The article does not provide any specific content or data related to a company or industry [1]

Now, let's get some insights on the news that are shaping markets. And for that, we'll welcome in Jim Warden, the CIO of Wealth Consulting Group. Now, Jim, I'd love to just begin with your thoughts on how we opened the day.You know, notching all-time highs yet again following the Fed announcement yesterday. Good to be with you, Marley. Yeah, you like the markets certainly like uh what they're seeing, I would say, especially for the smaller companies that tend to be a little bit more sensitive to uh rates.An ...

Investment Plans - Microsoft plans to invest $30 billion in artificial intelligence infrastructure in the U.K. by 2028, which includes $15 billion in capital expenditures and $15 billion in its U.K. operations [1] - The investment will enable the construction of the U.K.'s "largest supercomputer," featuring over 23,000 advanced graphics processing units, in collaboration with British cloud computing firm Nscale [1] Political Context - The investment announcement coincides with President Donald Trump's state visit to the U.K., where he is set to meet with King Charles and Queen Camilla [2] - U.K. Prime Minister Keir Starmer is under pressure to stabilize the government following the exit of Deputy Prime Minister Angela Rayner due to a tax scandal and a significant cabinet reshuffle [2] Corporate Sentiment - Microsoft President Brad Smith expressed a more positive outlook on the U.K. business climate, noting previous criticisms regarding the regulatory environment, particularly concerning the blocked acquisition of Activision-Blizzard [3][4] - Smith acknowledged that the current investment would have been inconceivable a few years ago due to the regulatory climate and lack of demand for large AI investments [4] Future Collaborations - Starmer and Trump are expected to sign a new deal to promote investment and collaboration in AI, Quantum, and Nuclear technologies [5]

Group 1 - IBM is recognized as one of the best IT stocks to invest in according to hedge funds, launching a new brand campaign titled "Let's create smarter business" to emphasize its focus on AI, hybrid cloud, and quantum technologies for enhancing business productivity and agility [1][3] - The multi-platform campaign, developed by IBM's Brand Marketing team and Ogilvy, aims to address the challenges faced by business leaders in implementing real-world AI solutions beyond experimental pilots, featuring new broadcast advertisements filmed by Adam Heshemi with a voiceover by Lewis Hamilton [2] - IBM has recently redesigned the Scuderia Ferrari mobile app using AI and data technologies to improve the digital fan experience, showcasing its integrated solutions and services across various segments including Software, Consulting, Infrastructure, and Financing [3]

CHINA - 2025/09/04: In this photo illustration, an IBM logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images IBM shares notched a fifth straight session of gains, rising 7.3% over the past five days. The rally added roughly $18 billion in market value, bringing IBM’s market capitalization to about $241 billion. The stock now stands 20.3% above its level at the end of 2024, compared with a 10.7 ...