Market Mondays

Is it time to move away from the AI trade, or is the biggest opportunity still ahead? On this episode of Market Mondays, we debate whether AI is creating a technological revolution or setting investors up for another telecom bubble. We also examine ServiceNow’s strategy, three software stocks to avoid, and which software company could emerge stronger because of AI. We break down Google’s selloff, compare Google and Microsoft as long-term investments, and discuss what Apple, AMD, and Palantir need to prove. Plus, we explain how to spot the difference between a market pullback and a bear market, alongside our Investment Fact of the Week, Trading Tip of the Week, and rapid-fire AI discussion. Roland Martin joins us to discuss the midterm elections and what’s at stake. We also share which stocks we’d consider buying after the midterms. Subscribe, like, and comment: Are you staying invested in AI or looking for opportunities elsewhere? Chapters: 00:00 Why Investing Matters 00:33 Show Disclaimer 01:00 Welcome and November Kickoff 01:51 Announcements and Upcoming Guests 05:54 Investing Facts of Week 07:27 October Recap Sector Rotation 09:35 Midterms and Market Risks 16:06 Trading Tip All Gaps Fill 19:15 Intel Breakdown Fundamentals 27:03 Exit AI Stocks Debate 28:58 Stop Gambling Price Discipline 35:58 Software Stocks to Avoid 37:53 ServiceNow Context and Outlook 38:44 ServiceNow Earnings Reality 39:23 Avoiding Zoom and Rivals 40:34 Oracle Salesforce DocuSign Risks 42:06 Who Wins the AI War 45:49 Meta CapEx and Monetization 52:36 Google Sell Off Opportunity 56:43 Buy Price Discipline 01:00:24 Google vs Microsoft Debate 01:05:21 Midterms Market Winners 01:14:05 Roland Martin Michigan Breakdown 01:18:21 Senate Control Supreme Court Stakes 01:20:44 What Blue Sweep Enables 01:22:09 Texas Turnout Shockwave 01:23:10 Split Government Power Strips 01:24:51 Politics Hits Your Wallet 01:28:50 Vote Black Not Blue 01:31:27 Evangelicals One Issue Trap 01:40:40 Why People Actually Vote 01:45:13 Media Money And DEI Cuts 01:49:21 After Election Accountability Plan 01:58:08 Critical States To Mobilize 01:59:10 Election Show And Wrap 02:02:46 Marvell Lumentum AI Deal 02:05:49 Earnings Watchlist And Pricing 02:08:42 Final Sign Off #MarketMondays #EarnYourLeisure #RolandMartin #StockMarket #Investing #AI #Google #Microsoft #ServiceNow #Apple #AMD #Palantir #MidtermElections Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

On this episode of Market Mondays, we break down the biggest questions facing investors: Anthropic’s potential IPO, the DRAM outlook, Meta’s stock decline, and whether massive AI spending can deliver the returns shareholders expect. We examine the $800 billion AI question and whether a neocloud correction could be coming. We also discuss two top semiconductor stocks, energy ETFs versus individual stocks, and whether November could bring a market rally. Plus, we cover the financial metrics every investor needs to understand before buying. Tune in for our Investing Fact of the Week, Four Charts You Must See, and This or That as we debate the companies and opportunities on our radar. Chapters: 00:00 Entrepreneurship Mindset 00:33 Show Disclaimer 01:00 Monday Greetings 01:57 Detroit Weekend Recap 02:51 Upcoming Episodes 04:08 Columbia MBA Visit 07:42 Family Birthday Shoutout 08:16 Stock Club Updates 08:44 Investing Facts Roundup 11:02 Big Earnings Week Preview 12:40 Four Charts Quiz 14:45 Oil Prices Watch 16:33 Anthropic IPO Breakdown 23:11 Valuation Debate 28:39 Book Bonus Slides 31:51 Debt And Neo Clouds 37:44 DRAM ETF Outlook 40:36 Stop Gambling Advice 43:20 Uninvestable Not Bankrupt 44:08 Debt Layoffs And Risk 45:32 Apple Rotation Safety 46:06 EY University Execution 49:33 Meta Long Form Debate 52:25 Meta Capex And Valuation 58:24 Neo Clouds Debt Dilemma 01:05:42 AI Spend Near Trillion 01:07:14 Too Much Credit CEOs 01:15:09 Microsoft OpenAI Fallout 01:17:17 Layoffs Wave Warning 01:19:16 Top Semiconductor Picks 01:22:44 Energy ETFs For AI 01:26:39 ETF Wild Card Picks 01:27:20 Midterms And Market Mood 01:29:39 Will November Rally 01:31:40 Indexes Versus Stocks 01:32:54 Too Big To Fail Tech 01:34:09 This Or That Begins 01:34:28 IREN Versus WULF 01:36:23 NBIS Versus CoreWeave 01:43:01 CrowdStrike Versus Anthropic 01:51:08 Quantum Threat To Crypto 01:53:27 Jay Z Super Bowl News 01:58:05 Final Shoutouts And Wrap\ #MarketMondays #EarnYourLeisure #Investing #StockMarket #AI #Anthropic #Meta #SemiconductorStocks #EnergyStocks #FinancialLiteracy Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

In this episode of Market Mondays, we break down the Investing Fact and Trading Tip of the Week before examining growing fears surrounding another Black Monday. We also discuss the proposal to give every American child SpaceX stock and what it could mean for building wealth from an early age. We unveil the 2027 AI Investing Blueprint, explore opportunities in energy stocks, and identify some of the market’s most overhyped companies. Plus, we play This or That and debate which investments offer the strongest long-term potential. Is CoreWeave a future AI powerhouse or an overvalued flop? We close with an important conversation about the cost of waiting—and why delaying your investment journey could cost you more than making the wrong move. Get Rich From Relationship Preorder Bonus: https://sites.prh.com/get-rich-from-relationships Chapter: 00:00 Why Investing Matters 00:33 Show Disclaimer 01:11 Back In New York 02:56 Black Monday Talk 04:19 This Week Announcements 06:26 Midterm Market Stats 07:55 Chips Selloff Signals 09:56 Stop Overleveraging 13:47 Detroit Event Details 15:46 Weekly Chart Trading Tip 18:55 Why Crash Calls Spread 23:07 Elon SpaceX Share Giveaway 29:17 Roadster Reality Check 34:26 New Book Reveal 35:31 Bonus AI Blueprint Offer 36:36 Relationship Driven Investing 37:14 Perimeter Strategy Inside Companies 37:38 AI Supply Chain Connections 38:09 Intel CEO Shift Example 38:46 Preorder Bonus Video Pitch 39:22 How To Claim The Video 40:49 Why The Offer Is Valuable 42:01 Blueprint Trading Timing Tips 43:46 Overdeliver Value Proposition 44:42 Energy Layer Sneak Peek 47:20 Cohort Networking Bonus 47:48 Top Five Overhyped Stocks 53:32 Netflix Valuation Debate 01:00:38 This Or That Stock Matchups 01:01:09 SanDisk Versus Western Digital 01:03:03 Marvell Versus Intel 01:05:18 Constellation Versus NRG 01:10:00 Lam Research Versus Teradyne 01:13:25 Seagate Versus Monolithic Power 01:13:57 Drawdown Over Upside 01:14:22 Why Seagate Wins 01:16:03 Datadog Versus Twilio 01:17:54 CoreWeave Hype Check 01:20:09 Neo Cloud Risks 01:21:16 Backlog And Debt 01:23:16 Stop Gambling Lesson 01:24:55 Opportunity Cost Stories 01:30:40 Cost Of Living Reality 01:34:00 Earnings Week Preview 01:34:22 Netflix Turnaround Ideas 01:36:37 Net Negative Gambling 01:40:18 AI Blueprint Promo 01:42:20 Blackout And Culture Talk 01:48:09 Wrap Up And Shoutouts #MarketMondays #Investing #StockMarket #AIStocks #SpaceX #EnergyStocks #CoreWeave #FinancialLiteracy #EarnYourLeisure Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

With Brent crude trading above $100, we discuss whether the stock market can continue reaching new highs and which sectors could win or lose if oil remains elevated. We also cover when it makes sense to move money into Treasuries and how to stay focused while the investment landscape constantly changes. Plus, we reveal underrated stocks with breakout potential, upcoming IPOs to watch, and whether investors should prioritize investing, eliminating debt, or increasing their income. We close with the secret to long-term success, the net worth that actually feels wealthy, and another round of This or That. #MarketMondays #Investing #StockMarket #AIStocks #Micron #Broadcom #Starlink #OilPrices #Treasuries #WealthBuilding Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

In this episode of Market Mondays, we break down the Investing Fact and Trading Tip of the Week, explore whether water-technology companies like Xylem belong in a long-term portfolio, and discuss the best setups and strategies for new traders. We also examine why relationship capital can be just as valuable as financial capital. We debate Micron versus Nvidia for the next five years, identify the best stock in the market, and analyze Meta’s new AI tools for small businesses. Could AI agents take control of customer relationships and turn today’s leading software companies into replaceable suppliers? We also explain how investors should approach trading around the midterm elections. Finally, we address warnings of a potential 35% stock market crash and determine whether investors should prepare or ignore another Wall Street scare tactic. Plus, don’t miss “This or That,” featuring Nvidia vs. Broadcom, Robinhood vs. Coinbase, CrowdStrike vs. Palo Alto Networks, Vertiv vs. Eaton, and Rocket Lab vs. AST SpaceMobile. Chapters: 00:00 Entrepreneurship Mindset 00:33 Show Disclaimer 00:59 Miami Check In 01:23 LA Meetup Recap 02:37 Blackout Updates 03:15 Health Episode Preview 03:44 More Announcements 05:26 Investment Facts 07:01 October Market Stats 07:54 Apple Dinner Talk 11:03 Trading Tip Submit Trades 11:55 Stop Overtrading 15:45 Diversify Options Risk 18:45 Stacking Winners Strategy 21:36 Water Tech Debate 26:48 New Trader Setups 29:15 Mastery And Study 29:44 New Book Announcement 31:09 Teaching Relationship Skills 31:44 Blue Book Plug 32:07 Purple Tape Story 33:09 Real Check Ins 38:04 Micron vs Nvidia Outlook 40:02 Micron Bull Case Deep Dive 45:31 Meta Muse AI Agents 51:44 Trading Midterms Advice 55:54 Debunking Crash Predictions 01:02:22 This or That Nvidia Broadcom 01:03:32 Broadcom Custom XPU Demand 01:04:18 Jensen Co-Signs Marvell 01:05:45 Nvidia Ecosystem Strategy 01:07:46 Competition Is For Losers 01:10:34 Nvidia Margin Reality Check 01:11:25 Robinhood Vs Coinbase 01:15:35 CrowdStrike Vs Palo Alto 01:18:09 Athletes And Prediction Markets 01:20:15 Vertiv Vs Eaton Cooling 01:24:16 Rocket Lab Vs AST SpaceMobile 01:27:34 Wrap Up And Next Shows 01:28:10 Shoutouts And Culture Recap 01:30:35 Wednesday Topics Teaser 01:33:02 Final Sign Off #MarketMondays #EarnYourLeisure #Investing #StockMarket #Trading #Nvidia #Micron #ArtificialIntelligence #WallStreet #FinancialLiteracy Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy