AI Is NOT Over | Rhys Williams Says the Buildout Is Still in the Early Innings

AI Is NOT Over | Rhys Williams Says the Buildout Is Still in the Early Innings

Is Wall Street giving up on AI too soon? As investors question massive AI capital spending and semiconductor stocks stumble to begin the third quarter, Wayve Capital CIO Rhys Williams explains why he believes the AI investment story is far from over. In this clip from Wayve Wire [https://youtu.be/7OeiY7-rqME?si=9CLxHyf8vkGw4PD3], Rhys discusses the growing debate surrounding AI infrastructure, Meta's long-term AI ambitions, comments from Palantir CEO Alex Karp, and why portfolio managers are facing one of the biggest investment decisions of 2026. Despite recent weakness in AI-related stocks, Rhys believes the industry remains in the early innings of its infrastructure buildout—not the final chapter. Watch now for his latest outlook on AI, semiconductors, and what investors should be watching next. Wayve Wire is hosted by Todd M. Schoenberger and features Rhys Williams, CIO of Wayve Capital. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #WayveWire, #AI, #ArtificialIntelligence, #Semiconductors, #Nvidia, #Meta, #Samsung, #Palantir, #AIInfrastructure, #StockMarket, #Investing, #WallStreet, #TechStocks, #Markets, #RhysWilliams, #ToddMSchoenberger, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Semiconductors, Biotech & the Fed | Keith Schneider's Next Market Winners

Has the market entered its next leadership phase? On this episode of ⁠Keith's Corner⁠ [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the powerful sector rotation reshaping Wall Street. From semiconductors avoiding a major correction to biotech's AI-driven momentum and agriculture emerging as a potential opportunity, Keith explains where smart money may be heading next. They also discuss why the Federal Reserve may no longer be the dominant force behind market direction, how geopolitics is changing the investment landscape, and what upcoming inflation data and earnings season could mean for investors. * 📈 Why semiconductor leadership remains intact * 🧬 How AI is transforming biotechnology investing * 🌾 The bull case for agriculture and the Invesco DB Agriculture Fund (DBA) * 🏦 Has the Federal Reserve lost its grip on the markets? * 💼 Sector rotation and portfolio positioning * 📊 What inflation reports and earnings guidance could trigger next * 🚀 How MarketGauge identifies emerging investment opportunities Whether you're an active trader or a long-term investor, this episode delivers actionable insights into today's rapidly evolving market environment. Subscribe to Biz Talk Today TV for more expert interviews, market analysis, and investment strategies from Wall Street's leading professionals. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFRqeDcxQ2dVNnpSbVpTdUowX3dveUtiLVo5d3xBQ3Jtc0tsclRQbTFkUlNpTjJwRWpKUzVsNFplYlR1Q2cyQUZ1MVhrX1RXbnNuTmlvX1psS1dIaGpmRzJPcVBqeWNVbWhSS3pLSFh4bmpEdDg1X3F1VTZhVTNKczU2dmgwN0NFeEhZaFRrV09KU0RRMlZfMVJZaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=H55pbbFRk3o]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddMSchoenberger #BizTalkTodayTV #MarketGauge #StockMarket #Investing #Semiconductors #Biotech #ArtificialIntelligence #Agriculture #DBA #FederalReserve #Inflation #EarningsSeason #SectorRotation #WallStreet #Trading #MarketAnalysis #InvestSmart Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Meet Albina Shakirova | Biz Talk Today TV's New Moscow Correspondent

Meet Albina Shakirova, the newest international correspondent for Biz Talk Today TV [https://watch.biztalktodaytv.com/], reporting from Moscow, Russia. In this brief introduction, Albina shares her excitement about joining the network and looks ahead to bringing viewers authentic reporting, exclusive interviews, cultural stories, and on-the-ground perspectives directly from Moscow. 🌍 Stay connected as Biz Talk Today TV continues expanding its global network of correspondents. 📲 Download the Biz Talk Today TV app on Apple & Android devices. Subscribe for more exclusive international business, economic, cultural, and breaking news coverage. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #BizTalkTodayTV #AlbinaShakirova #Moscow #Russia #InternationalNews #GlobalNews #BusinessNews #Journalism #Correspondent #BreakingNews #GlobalMarkets #WorldNews #CrossCheckMedia #RussiaNews #InternationalCorrespondent #MoscowReporter #NewsUpdate #GlobalPerspective #Media #BTT Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Semiconductors, Biotech & the Fed | Keith Schneider's Next Market Winners

Has the market entered its next leadership phase? On this episode of Keith's Corner [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the powerful sector rotation reshaping Wall Street. From semiconductors avoiding a major correction to biotech's AI-driven momentum and agriculture emerging as a potential opportunity, Keith explains where smart money may be heading next. They also discuss why the Federal Reserve may no longer be the dominant force behind market direction, how geopolitics is changing the investment landscape, and what upcoming inflation data and earnings season could mean for investors. * 📈 Why semiconductor leadership remains intact * 🧬 How AI is transforming biotechnology investing * 🌾 The bull case for agriculture and the Invesco DB Agriculture Fund (DBA) * 🏦 Has the Federal Reserve lost its grip on the markets? * 💼 Sector rotation and portfolio positioning * 📊 What inflation reports and earnings guidance could trigger next * 🚀 How MarketGauge identifies emerging investment opportunities Whether you're an active trader or a long-term investor, this episode delivers actionable insights into today's rapidly evolving market environment. Subscribe to Biz Talk Today TV for more expert interviews, market analysis, and investment strategies from Wall Street's leading professionals. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFRqeDcxQ2dVNnpSbVpTdUowX3dveUtiLVo5d3xBQ3Jtc0tsclRQbTFkUlNpTjJwRWpKUzVsNFplYlR1Q2cyQUZ1MVhrX1RXbnNuTmlvX1psS1dIaGpmRzJPcVBqeWNVbWhSS3pLSFh4bmpEdDg1X3F1VTZhVTNKczU2dmgwN0NFeEhZaFRrV09KU0RRMlZfMVJZaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=H55pbbFRk3o]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddMSchoenberger #BizTalkTodayTV #MarketGauge #StockMarket #Investing #Semiconductors #Biotech #ArtificialIntelligence #Agriculture #DBA #FederalReserve #Inflation #EarningsSeason #SectorRotation #WallStreet #Trading #MarketAnalysis #InvestSmart Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

America, AI & Small Caps: Wayve Capital's Bold Second-Half Market Playbook

Can the stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead? On this special Fourth of July edition of ⁠Wayve Wire⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=u9xrYomKLUqG_CzS], host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an in-depth discussion on where investors should be positioning portfolios for the second half of 2026. Joe explains why he's becoming even more optimistic about the market despite recent weakness in semiconductor and AI stocks, arguing that the investment landscape is broadening well beyond the Magnificent Seven. Rhys shares why the current capital spending boom, fueled by new tax incentives, could provide a significant tailwind for domestic small-cap companies. The conversation also explores the Federal Reserve's influence on markets, consumer spending trends heading into earnings season, the growing opportunity in actively managed small-cap portfolios, online sports betting, and why emerging "Trump Accounts" could reshape long-term investing for younger Americans. Topics Include: • Is the AI trade entering a new phase? • Why small-cap stocks may continue outperforming • Federal Reserve outlook and inflation risks • What earnings season could reveal • Consumer spending winners and losers • Sports betting investment opportunities • The rise of Trump Accounts • Active investing versus passive indexes • Where Wayve Capital is finding value today Don't miss this special Independence Day market outlook as Wayve Capital shares its roadmap for navigating Wall Street through the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0tPR3A3Y3QwNWFXU3JnS3pLVExodUZ3ZEVTUXxBQ3Jtc0tsZ2daTldKRXJnZld6eUh6RFlUT0hHaEg3eXJ4OG1Hc0lKcFVZbnFQM3gtSGdXV3IyZEZNZ0dvZ1VTeU5kYjFpUjNnT1hhSXYwOXl4bnJPZnE4WmlUX2RnaWhIN0RJcXdCQk00eENrYkw1NHZfVm9Jcw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=LqnzpqYOdpA]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #WayveWire #JoeBesecker #RhysWilliams #ToddSchoenberger #WayveCapital #FourthOfJuly #StockMarket #WallStreet #Investing #SmallCaps #AI #ArtificialIntelligence #FederalReserve #EarningsSeason #Inflation #SportsBetting #TrumpAccounts #PortfolioManagement #MarketOutlook #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]