Rihanna Spotted Heading to César Restaurant in Paris After Céline Dion Concert
By Rodrigo Santos Andrade
Why smart investors are buying SpaceX
visibility comment0 event June 30, 2026 timer 18:44
Everyone knows the Nvidia story. The bigger opportunity may be what’s coming next.
Kenny Polcari sits down with Chad Morganlander and Ben Emons to discuss why investors should look beyond the biggest AI winners, how the Fed’s new approach could reshape markets, and where opportunities are emerging across memory, space, defense, and AI infrastructure.
The conversation explores AI investing, Micron, the Fed, interest rates, SpaceX, quantum computing, and the sectors that could drive the market in the second half of the year.
Timestamps
00:00 A new Fed era
01:09 Why the Fed won’t rescue markets
03:27 Are rates staying higher?
07:31 Less Fed talk, more volatility
12:11 Micron’s big test
14:29 Is the AI trade over?
18:11 The next investment wave
23:37 Why SpaceX bonds matter
25:29 Did they buy SpaceX?
#tradertalk #ai #stocks #investing #micron #nvidia #spacex #kennypolcari #yahoofinance
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 alphaspace.finance.yahoo.com
Tags: Breaking News, Breaking World News, Financial News, International News, Latest National News, Latest News and Videos, Latest World News, Markets, Most Active Stocks, World News, Yahoo Finance, Yahoo Finance Market News, Yahoo Finance News Videos, Yahoo Finance Stocks & News, Yahoo Finance YT, Yahoo News
No Comments
