Kevin Warsh, in his first Jackson Hole speech as Federal Reserve chair, rejected the wage-push theory of inflation, arguing that price pressures stem from government spending and money creation rather…
Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman, with host Kenny Polcari, discuss the shift toward production for security and how to hedge geopolitical risks using the en…
Founder-led companies significantly outperform the market, according to data discussed by Kenny Polcari, Jared Blikre, and Michael Monaghan on Yahoo Finance. The panel highlighted overlooked opportuni…
Yahoo Finance's Kenny Polcari, Man Group Chief Market Strategist Kristina Hooper, and Legato Financial CIO Ryan Kelly debated whether big tech companies including Microsoft, Apple, Alphabet, and Meta …
Yahoo Finance host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne argue that the AI trade remains viable and advise investors to reduce spending risk b…
AI data centers are straining an aging U.S. power grid, according to a Yahoo Finance panel featuring host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payn…
Money is rotating out of big tech as AI infrastructure spending faces scrutiny, with some analysts making a bold case for an S&P 8,500 melt-up by year-end, according to Trader Talk host Kenny Polcari,…
Apple's intellectual property lawsuit against OpenAI could delay the company's highly anticipated initial public offering until 2027, according to Kenny Polcari, Kevin Mahn, and Willy Lee. The legal b…
Kenny Polcari, Phil Rosen, and Jessica Inskip argue that the $1 trillion AI infrastructure build-out is a genuine industrial revolution fueled by real earnings, not a repeat of the dot-com bubble.…
Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip debated whether tech stocks are overvalued amid the AI boom, discussing the potential for the S&P 50…
Infrastructure Capital Advisors CEO Jay Hatfield predicts the S&P 500 could reach 9,000, citing corporate tax rates and earnings estimates as key drivers, despite AI valuation concerns and midterm ele…
Yahoo Finance Executive Editor Brian Sozzi discussed the AI 'bubble' and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco, examining the…