このエピソードについて
Our Seema Mody recaps the wild session while Eunice Yoon reports on CXMT's soaring market debut and what it means for China's semiconductor ambitions. Lori Calvasina of RBC assesses the broader market outlook and explains where investors should look as leadership continues to evolve. John Belton of Gabelli discusses whether technology spending can continue at its current pace as companies race to expand AI infrastructure.
CME is launching of single-stock futures. CME’s Tim McCourt explains how the new products could change the way investors trade individual companies. Willy Walker, CEO of Walker & Dunlop, discusses the AI-driven data center boom and why REITs tied to digital infrastructure continue to attract investor interest.
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