Hello everyone and welcome back to another episode of the brainstorm. This week we're talking terraab. What if I told you the entire global semiconductor industry isn't building fast enough.At least according to Elon Musk. Today we're talking about what was announced, what's credible, and what's just a pure moonshot. Sam Brett, help break it down for us.Okay, I'll start at the very high highest level there is. There's three ingredients for the future of civilization. Solar panels, launch capacity, and semic ...

So I'm going to keep pounding the table that the best thing for Bitcoin is a continuing credit problem which I don't think can be resolved on itself and at the same point having a commodity bear a bull market which is based on scarcity and then a shorting of abundance which is based on these growth assets if all of that plays in. What's going on guys? Today we got a great conversation with Jordi Visser. We're going to talk about what's going on with Iran, what's going on with oil prices, inflation, deflatio ...

Semiconductors require vast amounts of energy to run the trillions of calculations behind AI models. And China’s electrical grid has far more cheap power than the West https://t.co/APiueHPEb9 ...

Core Viewpoint - Chinese banks are increasing loans to the technology sector in response to government initiatives aimed at promoting artificial intelligence and innovation, as the real estate sector struggles [1][1]. Group 1: Loan Allocation and Growth - Chinese lenders are prioritizing technology and innovation firms for new loan issuance, with a focus on sectors such as AI, semiconductors, and advanced manufacturing [1][1]. - A state-owned bank official indicated that tech financing is a priority for 2026, targeting a 30% growth in new loans to high-tech companies, up from 20% in the previous year [1][1]. - Outstanding loans to small- and medium-sized tech firms reached 3.63 trillion yuan ($528 billion) at the end of 2025, marking a 19.8% increase from the previous year, significantly outpacing overall loan growth [1][1]. Group 2: Policy Mandates and Strategic Focus - The Chinese government is emphasizing technology financing as part of its strategy to address demographic challenges and compete with the U.S. in core technologies [1][1]. - Major state-owned banks have committed to supporting national strategic technology initiatives, with some banks implementing fast-track approval mechanisms for advanced technology companies [1][1]. - Tech loans accounted for about 8% of total bank lending last year, compared to 19% for real estate, indicating a significant shift in capital allocation [1][1]. Group 3: Risks and Challenges - Analysts caution that the nascent nature of many targeted tech companies and the lack of proper collateral could pose asset-quality risks for banks [1][1]. - Many tech startups are in early stages with negative cash flows and higher failure rates, complicating banks' ability to assess their business models and recovery prospects [1][1].

Core Viewpoint - AST SpaceMobile Inc (NASDAQ:ASTS) is experiencing stock price movements influenced by broader market conditions, particularly in the technology sector, amid uncertainties in policy and supply chains related to semiconductors and AI [1][3]. Market Context - The tech market narrative is currently mixed, with investors balancing AI regulation discussions against signs of enterprise spending and geopolitical chip supply dynamics [3]. - This environment has led to a wider dispersion in stock performance, favoring companies with clear strategic positioning while pressuring those facing funding costs or hardware bottlenecks [4]. Company-Specific Insights - AST SpaceMobile's business model focuses on creating a space-based cellular broadband network that connects directly to standard phones, which is perceived as a "duration" asset [5]. - The company's stock valuation is highly sensitive to macroeconomic factors, including the cost of capital and the market's willingness to finance large infrastructure projects [6]. Market Reactions - Market sessions dominated by AI and semiconductor news can impact adjacent sectors like satellite communications, affecting AST SpaceMobile's stock performance [7]. - Investors are particularly attentive to execution milestones such as satellite manufacturing, launch schedules, network performance, and commercial agreements, alongside the overall market appetite for long-duration growth [8]. Recent Price Action - As of the latest publication, AST SpaceMobile shares increased by 0.71% to $88.16 [9].

Core Viewpoint - ARK Invest is redefining the concept of 'defense stock' by emphasizing the importance of space infrastructure, semiconductors, drones, and AI platforms over traditional defense companies [1][4]. Group 1: Modernization Opportunities - Key components of modern defense include launch vehicles, satellites, secure communications, autonomous systems, drones, cybersecurity, data analytics, and AI-enabled logistics [2]. - Space is viewed as the backbone of security, facilitating orbital surveillance, secure communications, resilient navigation, and real-time battlefield awareness through AI integrated with satellite networks [3]. Group 2: Investment Focus - Traditional defense ETFs are primarily focused on large, established companies with slow procurement cycles, which ARK considers outdated [4]. - The ARK Space & Defense Innovation ETF (BATS:ARKX) is designed to invest in launch technology, sensing, AI, software, and networks, reflecting the shift towards modern defense technologies [4][5]. - Holdings within ARKX demonstrate how advanced technologies like launch capacity and high-performance computing are becoming integral to national security, often outpacing traditional hardware platforms [5].

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer, my friends. Hey, look. I'm just trying to make a little bit of money here. My job is just entertainment to put in context. Call me 1800 743 CBC. Tweet me at Jim Kramer. The greatest story ever told. Lower inflation, high growth got thrown for a loop today and it crushed the averages. Dow tumbling 785 points. S&B plunging.56%. The Nasdaq declining 26. It's easy to see how this happened though. Earlier this week, Wall Street figured the war with Iran w ...

>> FROM WASHINGTON , D.C., THIS IS BALANCE OF POWER JOE MATHIEU. JOE: WELCOME TO THE THURSDAY EDITION OF BALANCE OF POWER. AS THE U.S. AND IRAN BOTH PREDICT A MORE INTENSE PHASE OF THE WAR IN THE DAYS AHEAD AND TRUMP NOW POINTING TO THE NEXT REGIME IN AN INTERVIEW. WE WILL GET THE LATEST FROM JEFF MASON WHO IS AT THE WHITE HOUSE FOR US. WE WILL SPEND SOME TIME WITH ISRAEL'S AMBASSADOR TO THE U.S., MICHAEL LIGHTER, TO PERFORMANCE WE ARE HAVING A LOOK AT THE DOWN DAY. WHERE SHOULD WE START HERE? >> WE HAVE A ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Economic Policy and Growth Forecasts in China and Hong Kong - **Company**: Morgan Stanley Asia Limited Core Insights and Arguments - **2026 GDP Target**: Remains unchanged at approximately 5%, aimed at anchoring market confidence during the first year of the 15th Five-Year Plan (FYP) [3] - **Policy Stance**: Focus on cushioning rather than lifting economic activity, with a flat initial envelope of 11.6% of GDP for 2026, including a 4% official deficit [3] - **Fiscal Policy**: A modest fiscal package of RMB 500-600 billion is expected, which includes: - RMB 250-300 billion for consumer goods trade-in - RMB 100 billion for fertility support - RMB 60-120 billion for pre-school education support - RMB 100 billion increase in social welfare support [3] - **Housing Policy**: Introduction of a modest pilot program for mortgage subsidies in select cities post-NPC [3] - **Sector-Specific Focus**: Emphasis on technology localization, infrastructure, and a shift towards targeted R&D in sectors like AI, semiconductors, green energy, and biotech [3] Additional Important Content - **PPI Trends**: Recent uptick in Producer Price Index (PPI) driven by upstream sectors, indicating sluggish consumer demand [6] - **RMB Exchange Rate**: The RMB has appreciated against the USD but remains stable against a trade-weighted basket, with managed volatility by the People's Bank of China (PBoC) [11][15] - **Hong Kong GDP Growth**: Forecasts for Hong Kong's GDP growth have been raised to above-trend levels for 2026-27, driven by a property-led upswing, with residential prices expected to rise by 10% in 2026 [21][22] - **Fiscal Balance**: Consolidated fiscal balance for FY2026/27 projected at 0.6% of GDP, up from 0.1% in FY2025/26, indicating a positive fiscal outlook [25] - **Retail Market Challenges**: Hong Kong's unemployment rate has reached its highest level since 2010, driven by weaknesses in the domestic retail sector and emerging AI disruptions [29] This summary encapsulates the key points discussed in the conference call, highlighting the economic outlook and policy directions for China and Hong Kong, along with potential investment opportunities and risks.

Nouriel Roubini of Roubini Macro Associates joins us now for more now. Good morning. Good to see you.Great seeing you. Walked into the studio and said no longer Dr. . Gloom, Dr.. Boom. Is that right. What's behind the new doctor.Boom. Well, I've been arguing for over a year that there's a productivity growth acceleration because of technologies of the future. Everybody's obsess about junior high, but there's also semiconductors, robotic automation, quantum fusion.The fans like fintech in material science, s ...