Bryan Armour, Director of Passive Strategies Research at Morningstar, shares insights on effectively using leverage in ETF portfolios. He discusses promising leveraged ETFs while addressing volatility drag and risks associated with them. Travis Miller, a strategist covering energy, dives into how tech companies are turning to nuclear energy to meet the surging demands of data centers. He explains the potential of small modular reactors in providing stable, carbon-free electricity, amidst the growing need for energy in the AI landscape.

Sarah Hansen discusses the AI market rally and the Fab Five. Sean Dunlop talks about AI in the restaurant industry. Travis Miller explores utilities powering AI. Topics include AI outlook, tech companies' struggles, and AI stocks' revenue.