Everyone knows the Nvidia story. The bigger opportunity may be what’s coming next.
Kenny Polcari sits down with Chad Morganlander and Ben Emons to discuss why investors should look beyond the biggest AI winners, how the Fed’s new approach could reshape markets, and where opportunities are emerging across memory, space, defense, and AI infrastructure.
The conversation explores AI investing, Micron, the Fed, interest rates, SpaceX, quantum computing, and the sectors that could drive the market in the second half of the year.
Timestamps
00:00 A new Fed era
01:09 Why the Fed won’t rescue markets
03:27 Are rates staying higher?
07:31 Less Fed talk, more volatility
12:11 Micron’s big test
14:29 Is the AI trade over?
18:11 The next investment wave
23:37 Why SpaceX bonds matter
25:29 Did they buy SpaceX?
#tradertalk #ai #stocks #investing #micron #nvidia #spacex #kennypolcari #yahoofinance
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