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Biz Report: The AI Super-Cycle Squeeze, Nuclear's $17.5B Bet, & SpaceX Volatility
Published 1 week, 1 day ago
Description
Is the AI boom finally hitting the consumer's wallet? Isaac Wakszol, CEO, Activest Wealth Management breaks down why the AI memory squeeze is driving up hardware prices and triggering a massive tech rotation. We discuss the market's stark divide between a record-breaking Dow and a stumbling Nasdaq, the surprising hawkish pivot from the new Warsh-led Federal Reserve, and the viability of the $17.5 billion nuclear trade powering data centers. Plus, he weighs in on the wild market digestion following the historic SpaceX IPO.
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