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Gareth Soloway of Verified Investing believes Treasury yields are experiencing a near-term top and will move back down to 5% or just above it. However, he argues the AI trade is "collapsing" as investors rotate out of AI memory stocks like Micron (MU), SanDisk (SNDK), and Western Digital …
RadiantGraph CEO Anmol Madan says health care is still in the early innings of AI adoption, with investments focused on areas such as prior authorization, scheduling, intake and clinical note-taking. He says AI could eventually lower costs and expand access by supporting care management and chronic…
Simpro Group CEO Fred Voccola says the bar for AI monetization is rising as investors separate software companies delivering real AI revenue from those still riding the hype cycle. He argues established platforms with proprietary customer data have an advantage, highlighting Salesforce (CRM) and Se…
Matt Bartolini says strong bank earnings and a resilient consumer support a constructive outlook for financials, despite risks from inflation, higher rates and geopolitical uncertainty. He sees financials as under-owned after significant ETF outflows and believes strong earnings could fuel a rally …
Billy Miller, COO of Securitize (SECZ), talks about the launch of Securitize Stocks and explains the goal of bringing securities on the blockchain. The company also established a new crypto-tied relationship with ARK Venture Fund that offers exposure to private companies like Anthropic, OpenAI, and…
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