The Market Stopped Paying For Promises.

Daniel Newman runs The Futurum Group and talks to the people actually building the AI buildout. His read on the week is that the market has quietly changed its rule. Show a dollar of return today and you get paid. Promise one in 2028 and you get sold, whatever the beat looked like. He also makes a point almost nobody is making: much of the leader's data centre revenue comes from customers who borrow heavily to buy, tying the AI trade to rates far more tightly than it looks. His views are his own. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 0:00 Setting up a red Friday 0:57 Introducing the AI analyst 1:38 Reading the Jackson Hole tone 3:21 Why rates may not move 4:25 Seasonal pressure into year end 5:23 The earnings versus rates test 6:07 Why he calls it cheap 7:36 Where the real risk sits 8:20 The Apple of this wave 9:32 Running the actual multiple 10:38 Marvell and the waiting line 11:42 Fading the big order book 13:07 Money rotating back to software #tastylive #nvidia #aitrade #semiconductors #marvell #enterprisesoftware #earnings #optionstrading #stockmarket #trading tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.