Nancy Tengler hosts a Friday recap that ends somewhere nobody expects. Daniel Newman, CEO of Futurum, argues the fastest growing AI lab in the world is now beholden to a man who may decide to compete with it, and reaches for wireless spectrum to explain why. Liz Harrow, Partner at SHAKTI, reads the same deal as a good marriage. Kevin Kelly, Founder and CEO of Kelly Intelligence, explains the bottleneck nobody is naming: a miner borrows at 12 to 15% and the hyperscalers used to borrow at 3 to 4%. Scott Melker drops in on the largest crypto heist ever recorded.
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 Volatility is the friend of the long term investor
1:01 The first week after the Meta deal
3:26 Is this a DeepSeek redux, and is it an opportunity
6:05 There will be no oversupply of infrastructure
10:14 The variable in a cycle like this is management
14:51 Green flag, red flag on Microsoft, Google and Amazon
17:22 Every offering this week got eaten up
20:18 A company that got out ahead of itself
23:59 The largest crypto heist ever, and what was actually taken
27:48 White hats against black hats, and why it is not just crypto
29:41 Where crypto sits in a portfolio, and one panellist’s own position
34:22 Energy is where the money has been hiding
39:17 Gold is down and aluminum is up. Here is why
40:32 A miner borrows at 15%. A hyperscaler borrowed at 3%
44:21 SpaceX has compute. Anthropic has customers
46:08 The spectrum analogy, and who is beholden to whom
48:35 Why Elon can call Jensen and get an answer
50:34 What spooked the panel this month
55:23 The Halloween decoration that went too far
#AIStocks #CryptoNews #Commodities #MarketHang #YahooFinance
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