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It'll have to be more an integration than a competition. In the end, these are infrastructure assets. No matter how you do it, they still have to feed on the systems that are owned by the telcos, and which benefit those telcos. It's like streaming or the internet -- AI will increase traffic. The offset is that prices will continue to fall.

In the end, they mirror each other and work well together.

Stocks, both tech and non, are moving on the same headlines: new AI models, data centre construction or law or AI debates. If you're invested in AI, you're AI. If you're invested in non-AI, the narrative is whether you will be disrupted. PM Carney is making the right moves to diversify the economy (i.e. signing trading deals with Europe) and introducing tax incentives. The backdrop is the US trade conflict, housing remains weak as is the consumer. He sees great value in old-school compounders (strong market share, heavy cash flow, but companies, trading at multi-year low PEs).

The momentum can continue. Up 55% this year and trades at nearly 30x PE. There's strong growth from the GLP-1 drug, but is diversifying through serious M&A, totalling $20 billion so far this year. They are expanding market share, though face competition from Novo.

She buys every pullback. It's a play on women's health, oncology and organ health.

All the chip stocks have been dead money the last 3 months, but MU is coming back to life.

Likes it at $70. It's a trade between $70-78.

Oil will stay elevated until the end of the year because of damage to infrastructure and it will take time to get it back on. Also there are declining strategic oil reserves around the world. The physical world market is trading at a significant premium to the financial world - the financial market is being manipulated by the US administration. He doesn't see the end of the war with Iran in sight. 
Natural gas is different - it is primarily a heating fuel and we are heading into an El Nino winter. However Europe is short of natural gas. 
Besides Iran, outside catalysts for stocks might be production increases, announced joint ventures, acquisitions, or cheap valuations.

No new show. Repeat of September 14, 2026.