Everyone knows the Nvidia story. The bigger opportunity may be what's coming next. Kenny Polcari sits down with Chad Morganlander and Ben Emons to discuss why investors should look beyond the biggest AI winners, how the Fed's new approach could reshape markets, and where opportunities are emerging across memory, space, defense, and AI infrastructure. The conversation explores AI investing, Micron, the Fed, interest rates, SpaceX, quantum computing, and the sectors that could drive the market in the second half of the year. Timestamps 00:00 A new Fed era 01:09 Why the Fed won't rescue markets 03:27 Are rates staying higher? 07:31 Less Fed talk, more volatility 12:11 Micron's big test 14:29 Is the AI trade over? 18:11 The next investment wave 23:37 Why SpaceX bonds matter 25:29 Did they buy SpaceX? #tradertalk #ai #stocks #investing #micron #nvidia #spacex #kennypolcari #yahoofinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 alphaspace.finance.yahoo.com