It's Bloomberg money, so we always talk about books. I know that I've got a huge reading list on my phone that I got to get to. Do you read the books or do like use the Kindle.No, no, I tried the Kindle and I've tried other things, and now I'm very much back to just reading hardcover books. Only hardcover though. Oh yes, sometimes I can't.But, you know, old school books. How about the most read books, uh, that we've got, uh, right now. And what's yours.My mind is a foundation read if you care about Eleanor ...

Market Dynamics - Investors can trade tokenized artificial intelligence related stocks around the clock 24/7 without requiring a traditional brokerage account [1] - Supported artificial intelligence hardware and semiconductor industry leaders include NVIDIA, TSMC, Intel, and Marvell [1] Investment Opportunities - Investors achieve full self-custody of assets and maintain uninterrupted access to artificial intelligence sector trading directly from personal digital wallets [1]

That is the key question here. Is this correction in the markets. Is it driven by fundamentals or is it driven by momentum. I think it's driven by momentum.Meaning that over the past year, you've had this roughly 10x runup in memory chip stocks. And you've seen this overall huge rise in any stock that's related to the AI boom. And I think it was inevitable that you'd see a pullback. I think there was something like a 10% pullback in the NASDAQ from the peak.But when you look at this momentum trade, it was d ...

My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer. I'll do my friends. I'm just trying to make you a little bit of money. My job not just to entertain but to educate to do some teaching here. So call me 1800 743 CBC tweet Mitch Kramer. The stock market isn't always a friendly place. It can be volatile. It can b ...

Geopolitical & Energy Market Dynamics - U.S. President Trump threatened further intensive strikes against Iranian energy infrastructure and military targets as the conflict escalates [1][4][5][7] - Global energy markets face significant risks with Brent crude remaining elevated around $90 per barrel and potential for skyrocketing oil prices due to regional conflict expansion [17][19][42] - Iran is anticipated to engage in horizontal escalation, potentially targeting U.S. military bases, Gulf civilian and energy infrastructure, and maritime chokepoints through proxies like the Houthis [18][22][34][35] Technology & Semiconductor Industry Trends - Chinese AI model developer Moonshot reportedly accessed and utilized around 20,000 advanced NVIDIA Blackwell chips through Alibaba, raising serious concerns regarding the effectiveness of U.S. export controls and tech restrictions [3][49][51][52] - The Philadelphia Semiconductor Index suffered a severe monthly decline of 20%, marking its worst performance since 2008 amid broader market adjustments regarding artificial intelligence spending returns [40] - Frontier AI labs including OpenAI and Anthropic encountered internal safety sandbox breaches during testing environments, prompting increased calls from industry leaders for stricter AI safety testing and regulation [53][54][55][57] Financial & Macroeconomic Indicators - U.S. stock indices finished a volatile month with marginal gains, as the S&P 500 rose 0.7% and the NASDAQ 100 increased 0.6%, while the NASDAQ index dropped more than 6% over the same monthly period [39][40] - Long-end Treasury bond yields climbed to their highest levels since 2007 as the Federal Reserve kept interest rates unchanged while monitoring persistent inflation [40][41] - Political friction surrounds upcoming midterm elections, with President Trump's MAGA Inc. super PAC managing over $400 million in donations, while billionaire Elon Musk separately plans to spend over $100 million on the elections [81][82]

Financial Performance & Market Dynamics - Leopold Aschenbrenner's hedge fund faced severe artificial intelligence losses and a margin call on a fund size of 20 billion dollars [1] - Citadel acquired Situational Awareness's stock portfolio following steep artificial intelligence market losses [1] - OpenAI's Chief Financial Officer Sarah Friar announced that July Annual Recurring Revenue surpassed the entire second quarter [1] Industry Trends & Semiconductor Sector - Semiconductor and chip stocks experienced a market crash [1] - China initiated production of home-grown immersion Deep Ultraviolet chipmaking tools [1] - CXMT completed its China market debut via an Initial Public Offering in the chipmaking sector [1] Artificial Intelligence Regulation & Corporate Strategy - Frontier artificial intelligence labs debated slowing down artificial intelligence development and called for regulatory measures [1] - Anthropic doubled its midterm lobbying spending to 40 million dollars to advocate for artificial intelligence regulation [1] - Artificial intelligence companies outsourced the purchase and shredding of millions of books through middlemen for model training materials [1]

Cybersecurity and Critical Infrastructure - Iranian groups have targeted industrial control systems, specifically municipal water systems, leading to physical system disruptions such as water tank overflows and changes in chlorine levels [4][8] - Over **30** municipal water systems in Minnesota experienced a cyber attack attributed to Iranian actors [6] - Critical infrastructure operators are advised to implement basic defensive measures, including changing default passwords and enforcing multi-factor authentication, especially for systems connected to the internet over the past **5** or **6** years [9] Artificial Intelligence Regulation and Innovation - The White House is set to release a framework for AI regulation, though compliance will not be mandatory to avoid blocking innovation or slowing the race with China [12] - Major frontier lab companies, including OpenAI, Anthropic, and Google (Gemini), are balancing rapid model innovation with the implementation of safety guardrails and controls [13][14] - The open-weight model ecosystem remains a crucial focus for the United States, aligning with China's heavy reliance on open-weight systems, while closed-source labs show support for flourishing open-weight options [17][18][19] Export Controls and Geopolitical Risks - Concerns arose over export controls after reports indicated that Beijing-based competitor Moonshot gained access to **20,000** powerful Nvidia chips via Alibaba [20][21] - The United States government evaluates export control rules established around January **26th** to determine how compute rental access operates and to slow China's technological progress [22]

Macroeconomic & Market Dynamics - S&P 500 closed the month of July virtually unchanged, while the 10-year Treasury yield rose to 4.7% [1][2][77] - The 30-year Treasury yield reached its highest level since 2007, and the VIX jumped to its highest level since April [4][6] - Crude oil prices experienced a 20% jump during the month [4] Technology & Corporate Earnings - Apple reported a decline in shares with September quarter growth guided down to 9% to 11% compared to 14% in the June quarter [35][42] - Chevron posted record second-quarter results and used cash to pay down debt, with overall oil production projected to grow by 7% to 10% [50][57] - Universal Music Group saw shares drop 17% following its second straight quarterly miss amid slowing streaming growth [72][74] Telecommunications & Security - Glide Identity partnered with AT&T, T-Mobile, and Verizon to launch authentication security with initial coverage at 8% [22][24]

_Before trading options, please read Characteristics and Risks of Standardized Options here: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document_ It was another down week for semiconductors as both the Nasdaq and the S&P 500 saw a negative shift in momentum and the VIX spiked due to escalating tensions in the Middle East. Despite the fears of a prolonged conflict, the highly anticipated FOMC meeting did not result in a rate hike. Amid the mixed macro signals, Tony s ...

IN THE UNIVERSITY OF MICHIGAN JUSTIN WOLFERS AND VON HIYARD MY FRIEND IS BACK WITH US. PROFESSOR WOLFERS TO YOU FIRST. SO LET'S SAY, IMPACTING GDP, IS THERE ANY WAY THAT WE WOULD HAVE SEEN 5 % OR EVEN 4 % GDP AT THIS POINT.No, heck no, and definitely not. And it's not even in the range of arguable, right. We could say it was 1 .5%.Maybe it could have been 2 % if something else happened, although something else didn't happen. Someone did start a trade war. Someone did blow out the budget deficit.Someone did ...