Why memory stocks could beat Nvidia Kenny Polcari is joined by Jessica Inskip of StockBrokers.com and Phil Rosen of Opening Bell Daily to discuss whether the AI rally still has room to run, why earnings season could broaden market leadership, and where investors may find the next wave of opportunities beyond the biggest technology names. They also examine the Federal Reserve, inflation, geopolitical risks, and why AI infrastructure spending remains one of the strongest long-term investment themes. Timestamps 00:00 The market's second-half outlook 01:35 Why markets remain resilient 03:18 Will the Fed cut rates? 07:09 Earnings season begins 08:15 Is AI a bubble? 09:57 Why valuations still make sense 11:37 Can AI earnings surprise again? 14:40 The Fed's communication strategy 17:32 Why this AI cycle is different 19:13 AI infrastructure vs the dot-com era 22:15 Where smart money is rotating 23:57 The biggest AI opportunity ahead #tradertalk #ai #nvidia #stocks #investing #earnings #artificialintelligence #kennypolcari #yahoofinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571