Kate Rooney, a CNBC reporter covering AI's legal challenges, joins Gene Munster, Managing Partner at Deepwater Asset Management. They dive into rising interest rates and their implications for the market, particularly mortgage rates. The discussion shifts to AI’s copyright issues, spotlighting a lawsuit against Perplexity AI and its potential impact on the industry. Rooney and Munster also analyze how these developments affect investor sentiment and the broader AI landscape, making for a compelling exploration of economics and technology.

Tom Lee, a renowned market strategist, shares insights on the potential for stock growth amid market fluctuations. Gene Munster, a shareholder at Deepwater Asset Management, discusses the implications of Meta’s latest AI and hardware announcements on its stock performance. Analyst Kate Rooney provides updates on significant changes at OpenAI, highlighting the tech landscape's dynamic shifts. Together, they explore key trends in tech stocks like Nvidia and consider the interplay between innovation, stock valuations, and economic conditions.

Financial journalist Kate Rooney and finance professional Stephanie Link discuss Amazon's resurgence and market trends. Deepwater Asset Management's Doug Clinton shares insights on tech stocks, and Seema Mody breaks down Nvidia's shareholder meeting. Topics include Amazon hitting a $2 trillion market cap, market trends for the second half, analysis of Nvidia's stock price action, and challenges in hedge fund strategies.