It's cold open Monday. Stocks are near record highs because the next phase of AI mania has gripped the minds of investors. Just look at semiconductor stocks which are starting to look as bubbly as inside of a volcano.This week we'll also officially see Kevin Walsh take over as Fed share from Jerome Pal. Interesting to see Bank of America and Goldman Sachs push out their rate cut expectations to a later date before this even happens. But I just want to toss this up for your consideration before my two big in ...