cd/entity/Kenny Polcari· home entities Kenny Polcari
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Kenny Polcari

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// recent coverage 10 mentions

10:00
2026-08-12
ca.finance.yahoo.com
ai-infrastructure

Forget big tech: the real AI money is in plumbing

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…

10:00
2026-08-05
ca.finance.yahoo.com
ai-infrastructure

AI CapEx fears: Is big tech overspending?

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 …

15:15
2026-07-29
ca.finance.yahoo.com
artificial-intelligence

The new AI trade: Visa, Shopify, and more

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…

11:00
2026-07-29
ca.finance.yahoo.com
artificial-intelligence

AI data centers vs an aging grid

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…

10:00
2026-07-29
ca.finance.yahoo.com
artificial-intelligence

S&P 8,500 melt-up? Why money is leaving big tech

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,…

11:00
2026-07-22
ca.finance.yahoo.com
artificial-intelligence

OpenAI IPO delayed by Apple threat?

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…

11:00
2026-07-15
ca.finance.yahoo.com
artificial-intelligence

AI vs dot-com bubble: Why this $1T revolution is different

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.…

10:00
2026-07-15
ca.finance.yahoo.com
artificial-intelligence

Is tech priced to perfection? S&P 8,000 & AI debate

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…

11:00
2026-07-08
ca.finance.yahoo.com
artificial-intelligence

S&P 9,000? Jay Hatfield explains his massive call

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…

14:19
2026-07-01
ca.finance.yahoo.com
artificial-intelligence

What's next for AI and Big Tech in the second half of 2026?

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…

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