The Nasdaq closed at a record for the second session running while the Dow slipped and the S&P 500 finished about flat. On the same morning, President Trump told the UN General Assembly that United States documents will stop saying artificial intelligence and start saying super intelligence, because “artificial” makes it sound fake. Josh Lipton has the close, Anthropic’s new Opus 5.5 model, the creator of the Apple Store on what he would tell Apple’s new CEO, Peloton’s first folding treadmill, and where one strategist is finding value outside the US.
Featuring:
Josh Lipton, Host, Yahoo Finance
Inez Ferré, Yahoo Finance
Jennifer Schonberger, Yahoo Finance
Dan Howley, Yahoo Finance
Brian Sozzi, Executive Editor, Yahoo Finance
Ron Johnson, creator of the Apple Store and former Senior Vice President of Retail, Apple
Peter Stern, Chief Executive Officer, Peloton
Tim Urbanowicz, Chief Investment Strategist, Innovator ETFs
Timestamps
0:00 The close: Stocks mixed, Nasdaq on record pace
0:21 Inez Ferré on the tape: Materials, staples and healthcare lead
1:31 AMD holds all-time highs after passing $1 trillion
2:00 Bitcoin above $86,000 and the “crypto winter is over” call
2:15 Crude extends its decline
2:23 Jennifer Schonberger at the UN General Assembly
2:36 Trump backs a diesel export ban
3:01 “All official U.S. documents will use the nomenclature”: Trump renames AI
3:34 Trump pushes back on the AI doom warnings
4:03 How the Fed’s vice chair of supervision is thinking about AI in banking
5:19 Richmond Fed’s Tom Barkin on tariff supply shocks
6:29 Dan Howley on Anthropic’s Claude Opus 5.5
8:45 Why the release is full of safety notes
9:53 Musk and Altman trade replies on X
10:47 Trump at the UN on not stifling AI
14:43 Can Meta make money on ads inside an assistant?
15:58 The narrative shift on Meta this year
19:50 Ron Johnson, the creator of the Apple Store
21:03 What Steve Jobs taught him about launching the stores
23:20 His advice to Apple’s new CEO
24:49 Whether AI actually changes how you shop
27:39 The foldable iPhone he is waiting for
32:26 Brian Sozzi and Torsten Slok on Meta’s Muse and productivity
35:19 What the monthly labor data has to show first
36:06 Is AI inflationary?
38:27 Housing: High prices and high mortgage rates at once
39:36 The surprise he is watching for before year end
40:56 Peloton’s Peter Stern on three new treadmills
41:58 The Tread Flex and the first folding model
43:41 Who the Peloton member actually is
45:30 How Peloton is using AI
50:24 The Yankees’ reported private equity deal
51:06 Private equity’s move into sports
53:22 Inside an interval fund that owns Ipswich Town
55:17 The fees
1:00:24 The closing bell: A second straight Nasdaq record
1:02:26 Tim Urbanowicz on why earnings estimates look full
1:04:57 The depreciation question hanging over AI capex
1:05:20 The ten-year flirting with 5%
1:07:52 Why he likes South Korea and Taiwan
1:08:27 Positioning for midterm volatility
1:13:21 Kerry on the health savings account nobody uses properly
1:15:56 The triple tax advantage, explained
1:17:09 Two thirds of people miss the employer contribution
1:18:10 What to watch Wednesday: General Mills, Cracker Barrel and Fed governor Barr
#Nasdaq #AI #Trump #Markets #Peloton #YahooFinance
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