hapabapa/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47) Bitcoin top $125,000 for first time. (2:57) The private sector continues to lead the way for Wall Street with the government shutdown entering its second week. Prediction market Kalshi now has the shutdown lasting nearly 21 days (a 64% chance of its lasting more than 1 ...

And I do want to start here with this idea that we've had. Any time you have a big rally, you're always going to have these daily pullbacks, even weekly pullbacks, if you will. That doesn't necessarily mean the rally is over.And I do wonder if you see enough fundamental case there for this rally to reset and continue. Yeah, well, I view it as a bump in the road because it's our view. When you do a revolution, you're just continuing to get validation from earnings and from everything we've seen from the data ...

Back. Is the AI market in a bubble. That's what OpenAI CEO Sam Altman is warning saying over the weekend investors are quote over excited about the AI trade.Joining me here post 9 is star Wed Bush analyst Dan Ies. He is as excited as his coat is bright, right. I mean, is Alman on to something or no.>> Look, I mean, I believe we're only in the second inning of a nine inning game. I mean, because it's our view on the enterprise side. It's just started to play out from use cases.I think as we go into the consu ...