The Nasdaq 100 and Composite closed at records on their best day since August 4, and almost nothing joined them: seven S&P 500 stocks hit 52-week highs while 30 hit 52-week lows. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian on what that split means. Plus 45 data center projects worth $68 billion blocked or delayed in three months, 843 opposition groups across 49 states, and the junk bonds now funding the build-out. Also Meta’s Muse, Alibaba’s new AI chip, Paramount’s settlement, Viking Therapeutics jumping 26%, and fifteen colleges now charging $100,000 a year.
Timestamps
0:00 Welcome to The 8:30
0:24 Big Tech’s best day since August
1:11 The breadth problem
3:55 Boockvar: I wish more people were invited to this party
4:44 Have we hit peak earnings?
6:00 What Meta’s Muse says it will do for you
7:22 Who’s liable when an agent gets it wrong?
9:02 Evercore’s $860 target on Meta
9:29 Amazon blocks Muse, Shopify partners with it
10:40 Alibaba’s new AI chip
12:31 Why Chinese tech stocks aren’t celebrating
14:11 The China hawk argument
15:10 $68 billion of data centers blocked or delayed
16:22 Texas pauses new projects
18:38 73% of Americans worry about AI harm
20:01 The junk bonds funding the build-out
21:23 MIT tops Princeton
22:07 Fifteen schools now cost $100,000 a year
30:03 Paramount settles and clears the Warner Bros. deal
33:39 CNN, the White House pool and the press lawsuits
35:36 The UN General Assembly turns to AI
38:00 Trade, potash and Taiwan
40:13 On Holding’s investor day
44:45 Viking Therapeutics jumps on maintenance data
48:35 Trending tickers
51:25 Andreessen Horowitz launches a college alternative
#MarketBreadth #DataCenters #AI #The830 #YahooFinance
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