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Market Movers: The Opening Bell

Historical computing cycles point towards $20T market for AI with Ben Miller

Historical computing cycles suggest AI could grow into a $20 trillion market... will the "rule of 3" apply to AI? Ben Miller, Co-Founder & CEO of Fundrise, examines past technology booms and how they align with AI’s rapid expansion. He provides insights into what this means for markets as traditionally, breakthrough technological advancements have led to increased market activity.

China’s U.S. export strategy and the likelihood of E.U. tariffs with Samantha Hartke

China’s evolving trade policies are raising questions about the future of U.S. exports. Samantha Hartke, Head of Market Analysis (Americas) at Vortexa, analyzes Beijing’s approach and whether the European Union will move forward with new tariffs. She provides insights into the global trade landscape and its potential market impact.

The intersection of innovation & disruption post DeepSeek’s release with Jason Tauber

DeepSeek’s release is reshaping the landscape of technological innovation and industry disruption. Jason Tauber, Portfolio Manager, NB Disrupters ETF (NBDS), Neuberger Berman, analyzes its impact across sectors and how businesses are adapting to this shift. He provides insights into what this means for the future of AI and emerging technologies.

Markets react to earnings, jobs data, and tariff concerns with Ed Siddell

Markets are navigating a mix of earnings reports, labor data, and rising tariff uncertainties. Ed Siddell, President & CIO of EGSI Financial, breaks down how these factors are shaping investor sentiment and economic forecasts. He provides insights into key trends influencing markets and forecasts impending shifts.

Companies increasing reliance on AI for fraud detection & business acceleration with Kevin Levitt

Businesses are turning to AI to enhance fraud detection and drive operational efficiency. Kevin Levitt, Global Director of The Financial Services Industry at NVIDIA, explores how AI-powered solutions are reshaping risk management and accelerating business processes. He provides insights into the growing role of AI in securing and scaling modern enterprises.

How regulatory clarity is shaping crypto innovation in 2025 with Zach Pandl

Regulatory clarity is becoming a key driver of crypto innovation in 2025, shaping the industry's growth and adoption. Zach Pandl, Managing Director of Research for Grayscale, explores how evolving policies are impacting digital assets, investor confidence, and the broader financial landscape.

Markets attempt recovery amid easing tariff fears with Jay Woods

With tariff concerns easing, major averages are attempting to recover from recent volatility. Jay Woods, Chief Global Strategist at Freedom Capital Markets, breaks down the market’s reaction, key levels to watch, and what investors should expect next.

AI’s trajectory in 2025 & increasing demand for AI infrastructure with Jay Jacobs

As AI adoption accelerates, the demand for infrastructure to support its growth is surging. Jay Jacobs, U.S. Head of Thematic & Active ETFs at BlackRock, discusses AI’s trajectory in 2025, the industries driving innovation, and the critical role of infrastructure in scaling AI advancements.

Market’s reaction to delayed tariff with Michael Reinking

Markets are reacting to the latest tariff delay, with investors weighing the economic and policy implications.  Michael Reinking, Senior Market Strategist at NYSE  breaks down what this means for sectors, trade, and investor sentiment.

Markets decline as tariff battle concerns escalate with Patrick L. Young

Growing concerns over a potential tariff battle are driving major averages lower. Patrick L. Young, Founder & Chairman of Exchange Invest, analyzes the market reaction and the broader economic implications of rising trade tensions. He provides insights into how investors can navigate uncertainty amid escalating global trade disputes.

Crypto industry updates amid tariffs & exploring a digital assets stockpile with John D’Agostino,

The crypto industry is navigating new challenges as U.S. tariffs and discussions of a digital assets stockpile emerge. John D'Agostino, Board Member of AIMA and Head of Strategy At Coinbase Institutional, explores the impact of these developments on market dynamics and regulatory landscapes. He provides insights into what this could mean for the future of digital currencies and investment strategies.

European reactions to Trump’s tariffs & fintech startups in London flourish with Polly Jean Harrison

Polly Jean Harrison, Features Editor of The Fintech Times, provides an in-depth analysis of Europe's stance against President Trump's proposed tariffs. She examines the potential economic repercussions and the strategic responses being considered by EU leaders to mitigate the impact on European industries. Harrison also explores the broader implications for transatlantic relations and the global trade landscape.