InvestTalk

Anthropic is planning to sell $3.5 billion in shares to Japanese investors in what could be one of the most closely watched AI IPOs in years. We explore what massive AI startup valuations signal about investor appetite for risk and how to think about IPO investing in a high-stakes technology cycle.
Today's Stocks & Topics: Meritage Homes Corporation (MTH), Volatility, AI Stock Bubble or Real Value? What Anthropic's IPO Valuation Tells Investors, Newmont Corporation (NEM), Vanguard High Dividend Yield Index ETF (VYM), Zoom Communications, Inc. (ZM), Mining Companies, VanEck Gold Miners ETF (GDX), Apollo Global Management and the SpaceX AI Chip Deal.

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The FBI has linked North Korea to the theft of $6 billion from Binance in what is being called the biggest heist in crypto history, raising urgent questions about the security of digital asset exchanges. We examine what this means for the credibility of crypto as an asset class and how investors should think about custody and risk.
Today's Stocks & Topics: Constellation Energy Corporation (CEG), Nuclear Industry, The Mid-term Election, Kimberly-Clark Corporation (KMB), The $6 Billion Binance Hack: How to Keep Your Crypto Safe from State-Sponsored Thieves, AstraZeneca PLC (AZN), Alphabet Inc. (GOOG), The Williams Companies, Inc. (WMB), PVH Corp. (PVH), Roblox Corporation (RBLX), The Walt Disney Company (DIS), Taxes.

Our Sponsors:
* Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com
* Check out Quince and use my code INVEST for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
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Moody's has held steady on France's credit rating even as the country grapples with political turmoil and rising bond yields, raising uncomfortable questions about the stability of European sovereign debt. We look at whether France's fiscal stress is an isolated case or the beginning of a broader European debt reckoning.
Today's Stocks & Topics: ProShares Pet Care ETF (PAWZ), Market Wrap, Alimentation Couche-Tard Inc. (ANCTF), Copper, Maturing CDs, Is Europe's Debt Crisis Quietly Reigniting? What Moody's Hold on France Really Signals, Alphabet Inc. (GOOG), W.W. Grainger, Inc. (GWW), Cooper-Standard Holdings Inc. (CPS), SoFi Technologies, Inc. (SOFI), Private Credit Market.

Our Sponsors:
* Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com
* Check out Quince and use my code INVEST for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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With midterm elections approaching, the balance of power in Congress could trigger significant shifts in US foreign policy — from trade deals to military commitments — with real consequences for investors in international markets. We walk through the four key foreign policy pivots to watch and how each could move your portfolio.
Today's Stocks & Topics: Cisco Systems, Inc. (CSCO), Market Wrap, The Fed Meeting, Sezzle Inc. (SEZL), Midterm Elections and Your Money: Four Ways US Foreign Policy Could Shift, Analog Devices, Inc. (ADI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sprouts Farmers Market, Inc. (SFM).

Our Sponsors:
* Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com
* Check out Quince and use my code INVEST for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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US consumer sentiment is hovering near record lows ahead of the midterm elections, a troubling signal given that consumer spending drives roughly 70% of the American economy. We break down what falling confidence means for corporate earnings, retail stocks, and the broader economic outlook heading into year-end.
Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, How Companies Build Economic Modes, Bond Maturity, US Consumer Sentiment Near Record Lows: What Tells Us About the Economy Ahead, Targa Resources Corp. (TRGP), Pacer US Small Cap Cash Cows ETF (CALF), Annuities, Intel Corporation (INTC), Earnings.

Our Sponsors:
* Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com
* Check out Quince and use my code INVEST for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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