The AI fight, the machine China can't buy, and a felon in the S-1 | Market Hang

Turney Duff opens the first Market Hang by asking four people whether AI is going to kill us. Nancy Tengler calls the latest risk essay a narrative play ahead of an IPO and says buy the names hand over fist. Cory Johnson disagrees ninety seconds in. Then: why China cannot close the chip gap, what a total addressable market means when the customers are agents, Louisiana signing NDAs over data centers, and the felony Johnson once found buried in an S-1. Featuring Turney Duff, Host, Market Hang, Yahoo Finance Nancy Tengler, Chief Executive Officer and Chief Investment Officer, Laffer Tengler Investments Cory Johnson, Chief Market Strategist, Epistrophy Capital Research Kenny Polcari, Chief Market Strategist, SlateStone Wealth Brian Sozzi, Executive Editor, Yahoo Finance Timestamps 0:00 Welcome to the first Market Hang 0:49 The phone calls: "Is AI going to kill me?" 1:18 Tengler: The risk essay read like a philosophy paper 2:21 Tengler: "You buy these names and you buy them hand over fist" 2:38 Johnson disagrees in the first minute of the show 3:37 Johnson: "More akin to nuclear power than it is to railroads" 4:46 Kenny Polcari joins from Florida 5:41 Polcari: Diesel, and no end in sight to the conflict 6:22 Chips and labs, or the companies using AI? 6:45 Tengler: Old economy companies pivoting, and the picks and shovels 7:51 Johnson: Vast Data expects 10x a year for years 8:43 Sozzi: The move in CrowdStrike, Palo Alto and Okta 9:18 Is Reddit the fuel that feeds AI? 10:20 Johnson: A lot of companies are going to put an AI sheen on nothing 11:29 Johnson: Some insurance company rebuilds its risk models and blows up 12:07 Polcari: An AI portfolio has to include cybersecurity 12:33 Can't lose to China, but also slow down? 14:48 Tengler: Not all AI models are created equally 16:47 How much do the four of them actually use AI? 17:49 Johnson: Palo Alto says most exploits are agents now 18:29 Johnson: What is a total addressable market when the customers are agents? 19:10 SpaceX, Cursor and the leverage of a 20-person company 20:15 Tengler: Why this productivity is disinflationary 20:43 Netscape in 1997, and "we're not even in the first inning" 21:24 Waymo, and why Sozzi still won't get in 21:57 The data center build-out 22:30 Johnson: Louisiana signs NDAs, Colorado gets almost nothing 23:29 The $700 electric bill 25:18 Xi and Trump: Would a handshake on AI move anything? 27:38 Sozzi: The only thing that matters is Nvidia back in China 28:05 Johnson: Are we better off with our chips in there, or not? 29:27 Johnson: "If China's dependent on Nvidia chips, Taiwan doesn't get invaded" 30:24 Is China six months behind, or choosing to be? 30:38 Johnson: The most complicated machine ever made is not the GPU 31:28 A self-described Bitcoin virgin asks what it would take 32:10 Polcari: One or two percent, and nothing that can destroy you 33:41 Johnson: "I can't put a lot of money into a thing that isn't being used" 34:31 Sozzi: Robinhood and Coinbase are competing with the banks now 35:48 Gen Z, Gen Alpha, and why they won't switch platforms 36:58 Attack it with AI: "We should grok it. We're on the air." 38:14 Writing essays at Amazon and at Anthropic 38:59 What if that essay had dropped on a public company? 41:00 The new iPhone, and the fold nobody can use one-handed 44:14 Is the phone going away? 46:35 Oura, Apple Watch, and knowing too much about yourself 50:36 Johnson on why he still reads an S-1 by hand 51:37 The "youthful indiscretion" that turned out to be a felony 54:26 Favorite Wall Street movie, not named Wall Street #AI #Semiconductors #China #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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