Seema Mody

Seema Mody, a CNBC reporter specializing in markets and technology, joins the discussion about the implications of rising hyperscaler debt and its impact on AI infrastructure. The panel debates whether the current market rally can sustain itself without strong tech performance. They also explore the potential boons and pitfalls of AI spending, highlighting concerns around debt-funded expansions and their effects on the sector's stability. Additionally, they analyze Oracle's recent borrowing decisions and what they signal for future AI investments.

Brian Belski, a market analyst from Solus Alternative Asset Management, discusses the longevity of the current stock bull run. Ryan Detrick, a skilled technician, shares insights on upcoming market rallies, banking on year-end optimism. Seema Mody, a financial journalist, analyzes the unexpected drop in Carnival shares despite strong earnings, shedding light on trends in the travel sector. Together, they explore key economic shifts, sector performances, and investor strategies as the market approaches the end of the quarter.

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.