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Why AI Spending Could Drive the Next Market Rally

Markets are navigating a complicated mix of strong corporate earnings, inflation concerns, geopolitical instability and shifting Federal Reserve expectations. Michael Monaghan, Portfolio Manager at Founder...

AI Boom at a Crossroads: Can Hyperscalers Deliver Real Returns?

The AI infrastructure boom is entering a new phase as hyperscalers shift from massive share buybacks toward debt issuance to help fund the next...

Why AI Infrastructure Is the Next Big Investment

Artificial intelligence is entering a new phase as enterprises move beyond training large language models and focus on deploying AI applications at scale. With...

Bitcoin, the CLARITY Act & the Future of Crypto Regulation

Bitcoin climbed to its highest level in more than a month as optimism surrounding the CLARITY Act returned to the crypto markets. In this exclusive interview, William...

Big Tech Earnings, Oil Prices & Fed Outlook

Wall Street is entering one of the most important weeks of the earnings season as more than 80 S&P 500 companiesprepare to report results, including Alphabet,...

AI Infrastructure Is Entering a New Era 

The AI conversation has officially moved beyond hype and into full-scale enterprise deployment. As hyperscalers pour an estimated $850 billion into AI infrastructure, the next...

NVIDIA, AI Infrastructure & The Next Big Tech Trade

The AI trade dominated the first half of 2026, fueled by surging capital spending, record cloud demand, and exploding token consumption. But beneath the...

The Biggest Pivot In AI History Is Happening Right Now

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss...

AI Investing in 2026: Where the Biggest Opportunities Are

As markets enter the second half of 2026, artificial intelligence continues to dominate investor attention, but where are the biggest opportunities now? Jessica Inskip,...

Rumble’s AI Transformation: From Video Platform to Cloud Computing Powerhouse

Rumble is evolving from a video platform into a broader technology and AI infrastructure company. In this interview from the New York Stock Exchange,...

Micron Earnings Could Decide the Next Move for AI Stocks

U.S. stock futures are pointing higher as markets attempt to recover from a sharp tech-led sell-off. Investors are watching whether AI-related stocks can regain...

AI Infrastructure Is the Next Big Investment Opportunity

On this episode, Dave Mazza, CEO of Roundhill Investments, joins J.D. Durkin to break down the market's latest all-time highs and the surprising sectors...