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

Meta, Nvidia & AI's Next Move | Wayve Capital's Top Picks for the Second Half of 2026

Has the AI investment story entered a new chapter? On this episode of Wayve Wire [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=-nHrhdh0oUIrXq6z], host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, CIO of Wayve Capital [https://wayvecapital.com/], for a wide-ranging discussion on artificial intelligence, semiconductors, geopolitics, energy, and the outlook for Wall Street. Following Meta's blockbuster week and renewed optimism surrounding AI infrastructure spending, Joe and Rhys explain why the AI trade may still have room to run. They break down the latest developments in Meta's custom AI chips, discuss why Nvidia remains the industry leader, and reveal the semiconductor stocks they believe deserve investors' attention. The conversation also shifts to the Middle East, where renewed tensions involving Iran are raising geopolitical concerns heading into the weekend. Despite the headlines, the market's muted reaction suggests investors remain focused on earnings, AI innovation, and economic fundamentals. * Why Meta's AI investments could reshape the semiconductor landscape * Nvidia's long-term outlook and whether it's still the best AI stock to own * The memory chip battle between Micron and SK Hynix * Why Astera Labs and ARM remain compelling AI infrastructure plays * How to build a diversified semiconductor portfolio * Energy stocks, natural gas, and pipeline opportunities * Is Wall Street underpricing geopolitical risk? * Interest rates, housing, and the outlook for the second half of 2026 * What investors should be watching before next week's earnings season Whether you're focused on AI, semiconductors, energy, or macro investing, this episode delivers institutional-level insights designed to help investors navigate today's rapidly evolving markets. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVV3c3hTc3ZESm03Q3NkdGZSakY0d2M2ZXlyUXxBQ3Jtc0ttUVN0WGhkMFdRazMyMWpPczc5VFpGVHpnVnNfSjVzN0p3QWZ5ZTJaSld2TkNHVzRkVmFZb3daZDNOR1M4bFlJWnIxeUtLejZPeTJTMmgtR0JOb2pfV1NCTl9YdVFEcFdNOTlsRk9pQXFZM2pjZ0RWaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=HH-8GlFCY0Q]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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, #WayveCapital, #JoeBesecker, #RhysWilliams, #ToddSchoenberger, #Meta, #ArtificialIntelligence, #AI, #Nvidia, #Micron, #SKHynix, #ARM, #AsteraLabs, #Semiconductors, #Energy, #NaturalGas, #WallStreet, #Investing, #StockMarket, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Biz Talk Today TV's Albina Shakirova Covering MMA - RCC 25 in Yekaterinburg Russia

BTT's international correspondent, ⁠Albina Shakirova⁠ [https://www.instagram.com/alba_comusic/], covered last weekend's MMA and kickboxing bouts. Taking place at UGMK Arena in Yekaterinburg, Russia, RCC 25 offered a mix of bouts and featured several MMA title fights during the latter part of the card. 📲 Download the Biz Talk Today TV app on Apple & Android devices. #MMA #Kickboxing #Entertainment #Russia #CrossCheckMedia #AlbinaShakirova #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Biz Talk Today TV's Albina Shakirova Covering MMA - RCC 25 in Yekaterinburg Russia

BTT's international correspondent, Albina Shakirova [https://www.instagram.com/alba_comusic/], covered last weekend's MMA and kickboxing bouts. Taking place at UGMK Arena in Yekaterinburg, Russia, RCC 25 offered a mix of bouts and featured several MMA title fights during the latter part of the card. 📲 Remember to download the Biz Talk Today TV app on Apple & Android devices. #MMA #Kickboxing #Entertainment #Russia #CrossCheckMedia #AlbinaShakirova #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Is Wall Street Ignoring Iran? | Jay Hatfield Says Oil Bears Have It Wrong

Is Wall Street underestimating the geopolitical risks in the Middle East? On this episode of Hatfield Economics, Jay Hatfield, CEO and CIO of InfraCap and Portfolio Manager of the ICAP ETFs, explains why he believes investors are actually pricing oil more accurately than many strategists. Despite renewed U.S. military action involving Iran and ongoing tensions across the region, Jay argues that OPEC's production increases and stable shipping through the Strait of Hormuz should keep oil prices under control. He also explains why he still expects lower inflation, negative CPI readings in the months ahead, and why downside—not upside—remains the biggest risk for crude oil prices. 🔗 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. #JayHatfield, #HatfieldEconomics, #OilPrices, #Iran, #MiddleEast, #Geopolitics, #WallStreet, #Inflation, #CPI, #OPEC, #EnergyMarkets, #CrudeOil, #Investing, #Markets, #BizTalkTodayTV, #ToddSchoenberger, #Economy, #FederalReserve, #Energy, #Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Recession Warning? | Mish Schneider on Oil, Gold, Netflix & the Next Big Market Moves

Is Wall Street ignoring the warning signs beneath the surface? On this episode of ⁠Financial Compass⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4oqyjHFsdQuXZNcZy9JyY6g&si=vi7niFQ7L2rVuXKZ], host Todd M. Schoenberger sits down with Mish Schneider, Founder of The Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for an in-depth look at the markets, commodities, and the economy. While major stock indexes continue pushing higher, Mish explains why rising economic stress, stubborn inflation, and elevated interest rates could signal a much different reality for consumers and investors. She also shares actionable technical analysis across energy, precious metals, consumer stocks, and several high-profile names. * Is a recession still coming despite a strong stock market? * Why natural gas remains on Mish's watch list * Oil prices, energy ETFs, and commodity opportunities * Gold, silver, and mining stocks: Buy now or wait? * Why agricultural commodities continue gaining momentum * BlackBerry's technical setup after its recent rally * Why Mish prefers PayPal and Stratasys over other tech names * Is Netflix becoming one of the market's biggest risks? * Target stock: Value opportunity or value trap? * The concept of a "T-shaped economy" and what it means for investors * Updates on Mish's Economic Modern Family project and what's coming next If you're looking beyond the headlines for where the next investment opportunities—and risks—may be developing, this is a conversation you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbExFVS12TnM4dHBBSkQxMUd4elNiT3d4V1c4Z3xBQ3Jtc0tsaUxKUWtSXzVfTXl6UUlmRU9McDdDc2l4ZmJsQmdRUDNVUEZnMV9rYzNRbFcwc0F5M2w3X09rQ3NkdURBVHJTNkh1RTZjNENkRmN0TW9oeGw3MmU3Qlo3LVVhY2tmZFJiQ3NON2FJb3ktQXowbkhHRQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=vUAfSOfu73k]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #FinancialCompass, #MishSchneider, #ToddSchoenberger, #MarketGauge, #EconomicModernFamily, #Investing, #StockMarket, #Recession, #Oil, #NaturalGas, #Gold, #Silver, #Netflix, #PayPal, #Target, #BlackBerry, #Commodities, #TechnicalAnalysis, #WallStreet, #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]