[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters and markets are mixed here as hopes of averting a government shutdown are dwindling. Going to dig into that story further, but right now there's just an hour to go until the closing bell.Let's take a look at the major averages. The Dow is basically flat here. The S&P 500, your broad gauge, that is up about a tenth of a percent.You know, your tech heavy NASDAQ also roughly flat right now. Let's welcome in our Washi ...

So, what does history tell us about how the markets performed during a government shutdown. How should investors position. In the meantime, let's ask our next guests, Capital Area Planning Group managing partner and CNBC contributor Malcolm Ethridge and BTI chief market technician Jonathan Kinsky.Guys, welcome. Malcolm, typically a government shutdown is something to shrug off or perhaps uh buy a temporary dip, but with the markets performing as well as they have in September and some of the stakes here, ca ...

The US Jul S&P composite-20 home price index showed home prices rose +1.82% y/y, above expectations of +1.55% y/y, but still the slowest pace of increase in two years.Tuesday’s economic news was mixed for stocks. On the positive side were signs of a stronger labor market, as evidenced by the August JOLTS job openings, which rose more than expected. On the negative side, the Sep MNI Chicago PMI unexpectedly declined, and the Conference Board US Sep consumer confidence index fell more than expected to a 5-mon ...

AI行业前景与市场观点 - 专家警告AI推动的股市上涨与互联网泡沫有相似之处，主要科技公司增加支出但盈利仍遥远[1] - Deepwater Asset Management管理合伙人Gene Munster认为AI相关支出将在长期内继续推高股市，AI投资周期仍剩3至5年[2] - 自2022年11月GPT推出以来，纳斯达克指数上涨100%，而通常同期涨幅仅为25%[3] - Munster最初认为AI建设处于第三阶段，但现在基于大型资本支出方的投入，认为仅处于第二阶段[3] 网络安全行业 - 分析师认为网络安全行业仍处于早期阶段（第二或第三阶段），主要受AI驱动[8][12] - 全球有4,000家网络安全公司（上市和私有），预计将出现大规模行业整合[8][13] - 企业不希望使用20-30家不同供应商，即使行业龙头也无法提供一站式服务[8][13] - CrowdStrike第二季度上涨44%，业绩超预期，新年度经常性收入预计翻倍[8] - CrowdStrike交易于27倍市销率，被认为估值昂贵但近期上调业绩指引[8] - Palo Alto Networks估值相对较低，为14倍市销率[13] - Palo Alto Networks的新一代安全业务年化收入超过50亿美元，在SASE、SIEM和云安全领域处于领先地位[13] 电动汽车行业 - 分析师预计电动汽车需求在补贴结束后可能短期下滑，但长期将反弹[9] - 通用汽车从市场底部跃居美国EV市场第一或第二，在几年内创造了数倍于Rivian的业务规模[10] - 通用汽车推出约30,000美元的Chevy Equinox，证明大众市场存在需求，计划明年初推出Bolt EV新款[10] - 特斯拉面临销售增长担忧和盈利能力压力，联邦EV税收抵免到期后可能面临显著销售下滑[14] - 特斯拉监管信贷贡献100%利润率，该体系即将结束，将对盈利能力造成重大打击[14] - 特斯拉完成机器人出租车有限商业推广，推出新款Model Y，计划下季度公布新大众市场车型[14] 金融与支付行业 - Capital One以147倍远期市盈率被视为"非常便宜"，股息收益率约1%[15] - Capital One收购Discover后成为美国仅有的两家拥有可扩展支付网络的公司之一（另一家为美国运通）[16] - 预计协同效应显著，每股收益潜力可达26美元，公司拥有过剩资本可回报股东[16] - 收购使Capital One减少对Visa和Mastercard等第三方网络的依赖，增加收费收入[18] 半导体与科技硬件 - Broadcom市值1.1万亿美元，被市场忽视，公司在数据中心领域具有重要地位[19] - Broadcom股价从5月底约240美元上涨至9月30日的327美元[20] - 公司连续10个季度实现AI相关半导体增长，预计强劲需求将持续[21] - 台积电是分析师最大持仓，但地缘政治风险令人担忧，台湾是潜在冲突中心[22] - 台积电在先进制程制造领先，受益于高性能计算和AI基础设施的强劲需求[24] - 台积电和美光缩减在美国的数十亿美元建厂计划，因出口可能面临关税[22] 社交媒体与消费科技 - Meta的智能眼镜被视为行业铺垫产品，但预计不会产生显著收入或利润[25] - Meta旗下应用家族2025年3月日均活跃用户34亿，AI广告工具推动定价和活动效果提升[25] - 公司季度业绩超预期，收入增长强劲，运营利润率扩大，提高资本支出以加速AI基础设施建设[25] AI芯片与计算 - 分析师预计Nvidia增长最终将放缓并遇到"瓶颈"，但短期内仍有增长空间[26][27] - 超大规模资本支出可能还有20-30%增长空间，主权国家和中国市场提供额外机会[27] - Nvidia第一季度业绩非常稳健，尽管对中国特定产品进行减记，但中国以外需求评论极为积极[27] - 公司增长超过预期，且大幅领先竞争对手的ASIC产品[27]

Rebellions cofounder and CEO Sunghyun Park.Jae-hyun Kim for Forbes AsiaRebellions, a South Korean semiconductor startup, raised $250 million at a valuation of $1.4 billion to help build its latest AI chip offering, called the Rebel-Quad.Arm, the chip designer backed by Japanese billionaire Masayoshi Son’s SoftBank, invested in Rebellions for the first time. It’s also Arm’s first investment in an Asian startup.Samsung Ventures, Pegatron VC, Korea Development Bank, Korelya Capital and Lion X Ventures, a South ...

Richard Sapperstein is that person. He's with Treasury Partners. He joins us now.It's good to see you again. >> Likewise. >> So, we're like 42 minutes in.Not a single person on the show today said they're worried about anything. The consensus was stocks are going higher between now and the end of the year. Is that a justified feeling.>> Well, by all means, the uh equity market is overvalued. Uh whether it's on 25 earnings, 26 earnings, or even 27 earnings. But however, however, however, >> uh we're still fu ...

Despite this rally, INTC's valuation is relatively attractive, with an EV/Sales ratio of 3, slightly cheaper than the sector median of 4.Valued at around $161 billion by market cap, Intel’s share price has catapulted in 2025. After trading below $20 last summer, INTC jumped as new deals emerged. In the past year, it has been up roughly 41% and 66% year-to-date (YTD). In September alone, rumors of an Apple (AAPL) investment and other news sent INTC up about 20 to 30%. Shares hit fresh 52-week highs in the mi ...

Advanced Micro Devices (AMD) is a mammoth semiconductor company, with a market capitalization of $261 billion and nearly $30 billion in revenue in the last 12 months. But despite all that, it’s completely overshadowed by Nvidia (NVDA) in the race to outfit data centers with the best chips powering artificial intelligence (AI). One area where AMD could thrive is in the desktop computer processing market, where its market share of 32% is at a new high, as it continues to erode Intel’s (INTC) position. Less ...

Intel Corporation (NASDAQ:INTC) is one of the Best WallStreetBets Stocks to Invest In. On September 25, Reuters, while quoting WSJ, highlighted that Intel Corporation (NASDAQ:INTC) approached Taiwan Semiconductor Manufacturing Company regarding the investments in manufacturing or partnerships. This comes after a Bloomberg report stating that Intel Corporation (NASDAQ:INTC) was in talks with Apple about securing an investment. The chipmaker’s CEO has been trying to bring in partners as part of the turnaroun ...

Cerebras Systems, the artificial intelligence semiconductor company that competes with Nvidia (NASDAQ:NVDA) and others, announced on Tuesday that it has raised $1.1B in a new funding round. The $1.1B Series G funding round values the Sunnyvale, Calif.-based Cerebras at $8.1B and was led ...