And let's turn to our next guest who says, "Whoever leads the Fed next inherits a numb economy." His words, what does he mean by that. Let's bring in David Harden. He's CEO and chief investment officer at Summit Global Investments.A numb economy. What does that mean. >> Well, that's a great question, Kelly.Thanks for having me. You know, I think if you look at this last year, we've had a number of shocks from the federal debt to shutdowns in the government, strikes, geopolitical risks, and they're going to ...

Group 1: Market Performance - The Nasdaq led US stocks higher with a 0.7% increase, while the S&P 500 and Dow Jones Industrial Average both rose by approximately 0.5% [1] - Major US stock indices are approaching record highs as investors anticipate a potential year-end rally [3] Group 2: Technology Sector - Tech stocks are recovering from volatility, driven by mixed investor sentiments regarding the AI sector, balancing concerns about an AI bubble with the fear of missing out on growth opportunities [2] - Positive developments for Oracle and Nvidia have bolstered confidence in the AI trade [2] Group 3: Economic Indicators - Investors are awaiting economic data releases, including the third quarter GDP and updates on the PCE price index for July, August, and September, which were delayed due to the US shutdown [5]

The Nasdaq led US stocks higher on Monday as Wall Street entered a holiday-shortened week calculating the chances of a year-end rally, while gold (GC=F) climbed to a record amid rising Venezuela tensions. Contracts on the tech-heavy Nasdaq Composite (^IXIC) added 0.6%, and those on the S&P 500 (^GSPC) put on around 0.6%. Meanwhile, the Dow Jones Industrial Average (YM=F) added around 0.5%, with the major US gauges eyeing a third straight day of gains. Tech stocks are continuing to recover from a volatil ...

Core Insights - The year has been particularly favorable for Chinese stocks, with significant gains observed in major technology companies [1] Group 1 - Chinese stocks have experienced substantial growth this year, highlighting a positive trend in the market [1] - Major technology firms in China have been at the forefront of this growth, indicating a strong performance in the tech sector [1]

Venture capitalist Chamath Palihapitiya issued a stark warning to Silicon Valley this week: the growing “Stop AI” movement, championed by figures like Senator Bernie Sanders (I-Vt.), is not spreading because it is radical, but because it sounds rational to an increasingly squeezed American public.The ‘Rich-People Money Loop’Speaking on the All-In Podcast, Palihapitiya argued that the tech industry faces a catastrophic “perception issue” that threatens to derail progress if leaders do not urgently pivot from ...

Market Performance - The S&P 500 rose 0.88% to 6,834.50, the Nasdaq Composite gained 1.31% to 23,307.62, and the Dow Jones Industrial Average added 0.38% to 48,134.89, all influenced by volatile quad-witching flows [1] - AI-linked and broader tech names led market gains, with Oracle and Micron Technology boosting prices, while consumer stocks like Nike and Lamb Weston lagged due to disappointing earnings and guidance [2] Economic Indicators - Reports of cooling inflation and a softer labor market have strengthened expectations for a potential Federal Reserve rate cut early next year [4] - The University of Michigan revised its December consumer sentiment expectations downwards, citing high prices and weak hiring as contributing factors [5] Sector Challenges - Mixed results from Nike and Lamb Weston highlight ongoing challenges in consumer-facing sectors, with Nike beating analyst estimates but experiencing a stock decline due to concerns over profits and sales in China [5] - Apollo Global Management has warned of stagflation risks next year, particularly if AI does not meet expectations [4]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer talked about recently. Cramer mentioned the company while discussing the talks of a bubble in the data center business, as he remarked: “Now, why is this migration so important? Because you have all these people saying that a bubble may be developing in the data center and anything connected to it. But anyone with two eyes can see that the bubble burst two months ago for all but Google. And that’s because Google won.” Photo by Kai Wenzel on U ...

Key Points This is the second most expensive S&P 500 in history, based on the Shiller P/E ratio. Much of the S&P 500's high valuation stems from its concentration in mega-cap tech stocks. Investors shouldn't let the current state of the S&P 500 keep them on the sidelines. 10 stocks we like better than Vanguard S&P 500 ETF › When something makes history in the stock market, it's always best to clarify if it's good or bad history. Sometimes, history can be comforting; other times, it can be concer ...

Core Insights - Alphabet Inc. is actively investing in tech startups, exemplified by its recent investment in Lovable, a Swedish startup, during a $330 million Series B funding round, which values Lovable at $6.6 billion, tripling its valuation since July [2][3][6] - The company's stock performance is strong, with a current price of $302.21, reflecting a 1.85% increase, and a significant growth potential indicated by its 52-week high of $328.83 and low of $140.53 [4][6] - Alphabet's market capitalization stands at approximately $3.65 trillion, demonstrating its substantial presence in the market, with a trading volume of over 10 million shares, indicating active investor interest [5][6] Investment Strategy - Alphabet's investment in Lovable is part of a broader strategy to support promising tech startups, showcasing its commitment to fostering innovation within the tech ecosystem [2][3][6] - Notable investors in the Lovable funding round include Accel, Khosla Ventures, and Nvidia's NVentures, highlighting collaboration among major players in the tech industry [3][6] Market Position - Alphabet's stock performance and market capitalization reflect strong investor confidence in its future prospects, with robust trading activity indicating a positive outlook [5][6]

Core Insights - Kite Realty Group Trust (KRG) is highlighted for its high-quality assets, strong occupancy rates, and attractive leasing spreads, positioning it well to benefit from potential rate cuts and current market dynamics [1] Company Analysis - KRG has demonstrated strong occupancy levels, which is a positive indicator for its operational performance [1] - The company is expected to leverage favorable market conditions, including potential interest rate cuts, to enhance its financial performance [1] Industry Context - The analysis reflects a broader trend in the real estate investment trust (REIT) sector, where companies with strong fundamentals are likely to perform well amid changing economic conditions [1]