Stock Rally Fades On Higher Oil Prices; Spacex In Talks To Buy Nvidia Chips

US equity futures slip after the S&P 500 hit a record high. Oil rises as traders weigh reports of increased Iranian attacks on vessels in the Strait of Hormuz. SpaceX is said to be in talks with banks and investors to raise $40 billion to buy Nvidia chips in what would be one of the biggest-ever debt financings for AI buildout. Kevin Mahn of Hennion & Walsh Asset Management discusses concentrated gains in the S&P 500 and the AI ecosystem.

Chapters:
00:00:00 - Bloomberg Brief
00:00:31 - Global Markets Check
00:04:37 - Stocks, Fed Minutes and Market Bubble
00:07:00 - Iran, Hormuz and Regional Conflict
00:11:00 - SpaceX $40 Billion AI Financing
00:13:03 - Ray Dalio, HSBC and Porsche
00:14:22 - Apollo on US Growth, Inflation and AI
00:19:20 - Treasury, Tankers and Tennessee
00:20:16 - Market Update
00:24:18 - Kevin Mahn on AI, Earnings and Market Breadth
00:32:23 - Dalio, Russia, Partners Group and Oil
00:33:39 - Hormuz, Iran and the Federal Gas Tax
00:38:20 - SpaceX Financing and Apple Smart Home
00:42:14 - Trading Day Ahead
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