Market Mondays

This week on Market Mondays, we dive deep into the biggest stories shaking markets, tech, and culture. From Nvidia and AMD’s controversial China concessions to OpenAI’s latest model fueling AI valuation fever, we unpack what’s hype and what’s real. Tesla gets the green light for robotaxi testing in Texas, Samsung might make a surprise search engine move before Apple, and the Nasdaq’s record-breaking run sparks debate: is it a healthy bull leg or the start of a dangerous climb? We also explore S&P bear market risks, Visa’s battle with stablecoins, the weight-loss drug shakeout, and oil’s potential drop into the $60s. We’re also watching game-changing shifts in consumer behavior and corporate strategy. AI agents shopping on your behalf, the dominance (and risks) of mega-cap tech, and the single number that could change your investment plan this week. Plus, Las Vegas hotel occupancy dips, the AI server boom-or-bust debate, health giants like UnitedHealth and Novo Nordisk facing turbulence, and the seasonal swing trades that could set you up before “Uptober.” We break down high-conviction trade plans, ASML’s puzzling stock action, and a potential sports + streaming mash-up with Disney, ESPN, and the NFL. It’s a conversation about power, ownership, and what happens when athletes take control of their brand like never before. Whether it’s chips, crypto, commodities, or culture, we’ve got the insight you need to make smarter moves in today’s market. #MarketMondays #EarnYourLeisure #StockMarket #Investing #Nvidia #AMD #AI #Tesla #Nasdaq #S&P500 #Visa #Stablecoins #WeightLossDrugs #OilPrices #AIShopping #BigTech #LasVegas #AIservers #HealthcareStocks #SwingTrading #ASML #SportsBusiness #ShedeurSanders Our Sponsors: * Check out PNC Bank: https://www.pnc.com * Check out Square: https://square.com/go/eyl Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

In this episode of Market Mondays, we reflect on our experience in West Africa and discuss the powerful investment and business opportunities emerging across the continent. From infrastructure to entrepreneurship, the future of Africa is being built—and we’re seeing it firsthand. We also break down how the latest U.S. job report numbers have negatively impacted the markets, and what investors should prepare for next. We give our analysis on three major companies—CoreWeave, Figma, and Terawulf—following their IPOs, and we each reveal the most disappointing and most surprising stocks of the year so far. Ms. Business joins us to drop gems on marketing, branding, taxes, and what she’s bringing to the Invest Fest 2025 stage. Plus, we cover the latest changes to 529 education savings plans and offer practical advice for beginner traders just starting their financial journey. Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, also joins the show to give us a preview of what iShares by BlackRock is bringing to Invest Fest 2025. From two hands-on ETF education workshops to in-depth discussions on investing for retirement, AI, bitcoin, and shifting global markets—this is a must-watch for anyone looking to level up their investment game. Invest Fest Ticket Link (code CPA for 50% off 100 tickets and 10 Vendor Booths): https://investfest.com  #MarketMondays #InvestFest2025 #AfricaRising #Coreweave #Figma #Terawulf #MsBusiness #iShares #BlackRock #StockMarket #Investing #529Plans #TradingTips #ETFs #Bitcoin #AIInvesting #FinancialLiteracy #EarnYourLeisure Our Sponsors: * Check out PNC Bank: https://www.pnc.com * Check out Square: https://square.com/go/eyl Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

The stock market is heating up again with the S&P 500 and Nasdaq hitting all-time highs. We break down whether this historic run can continue or if a mid-summer correction is looming. Plus, we dive into this week’s earnings showdown—Meta, Microsoft, Apple, and Amazon are all reporting. Who’s the real winner, and how will the July Jobs Report affect the markets? Tesla is making headlines after choosing Samsung for its AI chips. Despite missing delivery targets, the stock rebounded hard—what does that say about confidence in Elon’s vision? We also compare AMD and NVIDIA head-to-head, analyze AMD’s bold price hikes, and debate who’s better positioned for the second half of 2025. We also tackle long-term plays—what industries will thrive over the next 20–30 years? From water and air to farming and crypto, we break it all down. Plus, we answer: Is Costco recession-proof? Is it time to load up on Ethereum? And which stock is the best buy right now—UNH, ASML, DLO, AMD, or ASTS? Invest Fest Ticket Link: https://investfest.com #MarketMondays #InvestingTips #Tesla #Apple #Amazon #Microsoft #AMD #NVIDIA #SP500 #Crypto #Ethereum #Coinbase #Costco #ETFs #LongTermInvesting #WealthBuilding #FinancialFreedom #JobsReport #EarningsSeason #Bitcoin #RecessionProof #BaseApp Our Sponsors: * Check out PNC Bank: https://www.pnc.com * Check out Square: https://square.com/go/eyl Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

Bitcoin just hit all-time highs during Crypto Week, but what comes next? We break down the aftermath of the surge, what it means for digital currency adoption, and whether stablecoins or BTC could ever replace the U.S. dollar as the global reserve currency. Plus, we revisit the $20K Bitcoin bottom call from 2022 and ask—what’s the next “load-the-boat” price for the 2026 cycle? Netflix just announced that its ad-supported tier is set to double revenue in 2025, yet the stock slipped 5%. Is the market finally getting more disciplined with high-growth valuations, or is something deeper going on? We also talk about potential summer pullbacks in the stock market, and whether earnings week from companies like Capital One and Texas Instruments will reveal cracks—or hidden strength. John Hope Bryant joins the conversation live to talk about Black business growth, AI, real estate, politics, and building wealth that lasts generations. He shares actionable insight on mindset, ownership, and how to navigate today’s economy with power and purpose. Invest Fest Ticket Link: https://investfest.com #InvestFest #OperationHOPE #JohnHopeBryant #BlackBusiness #EntrepreneurLife #BusinessGrant #BusinessMentorship #LevelUp #SmallBusinessSupport #1MBB Our Sponsors: * Check out PNC Bank: https://www.pnc.com * Check out Square: https://square.com/go/eyl Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

In this insightful Market Mondays clip, hosts Ian Dunlap, Troy Millings, and Rashad Bilal are joined by a top financial commentator as they dive deep into Nvidia's unparalleled impact on the tech and AI market. The team unpacks why Nvidia stands out as not just a dominant force, but perhaps the most influential company today—surpassing Apple in both relevance and innovation. Ian starts by highlighting Nvidia’s visionary move to focus on building America’s AI infrastructure instead of jumping on the social media and app bandwagon like many Silicon Valley peers. He likens Nvidia’s role to “Tim Duncan” for the market, stepping up with game-changing chips right when the U.S. needed technological leadership. With bold multi-year price targets, Ian credits Nvidia CEO Jensen Huang’s relentless drive and paranoia as crucial to the company's success, noting their culture of mission-driven work as unmatched: “Everyone there was working on a mission, on a purpose.” Rashad reflects on the incredible financial impacts Nvidia has brought to the Market Mondays audience, asserting that no other company discussed on the show has changed more people’s financial situations. Looking ahead, Rashad thinks Nvidia’s dominance is only getting started, predicting several more years of strong stock price growth—especially as AI adoption explodes and enterprise demand for Nvidia GPUs becomes mandatory for anyone who wants to compete. The panel collectively recognizes the critical role Nvidia plays in powering not just major players like Microsoft, Meta, Broadcom, and TSM, but also a multitude of emerging AI platforms. Rashad states plainly, “You’re not going to be able to lead or even compete in the space without them, and that’s not going to change.” In a jaw-dropping moment, the team discusses where Nvidia could be headed in the next few years, with a long-term price call that suggests the company could add another trillion dollars to its valuation—something the market has never witnessed before. Whether you’re invested in AI, interested in the next big market mover, or simply a fan of top-tier analysis, this clip lays out why Nvidia is in a class of its own—and why watching their next moves is essential for savvy investors. Don’t forget to like, comment, and subscribe for more deep dives and financial insights from Market Mondays! *Hashtags:* #MarketMondays [https://www.youtube.com/hashtag/marketmondays] #Nvidia [https://www.youtube.com/hashtag/nvidia] #AI [https://www.youtube.com/hashtag/ai] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #Investing [https://www.youtube.com/hashtag/investing] #TechStocks [https://www.youtube.com/hashtag/techstocks] #FinancialFreedom [https://www.youtube.com/hashtag/financialfreedom] #NVDA [https://www.youtube.com/hashtag/nvda] #ArtificialIntelligence [https://www.youtube.com/hashtag/artificialintelligence] #MarketAnalysis [https://www.youtube.com/hashtag/marketanalysis] Our Sponsors: * Check out PNC Bank: https://www.pnc.com * Check out Square: https://square.com/go/eyl Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]