Iran Deal, SpaceX Mania & AI's Next Move | Wayve Wire

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Iran Deal, SpaceX Mania & AI's Next Move | Wayve Wire

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Is a real Iran nuclear deal finally taking shape—or is Wall Street getting ahead of itself again? On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a fast-paced discussion on the biggest stories driving markets right now. The team breaks down the latest developments surrounding Iran, the potential reopening of the Strait of Hormuz, energy prices, and whether recent headlines signaling a breakthrough agreement should be trusted. They also examine the explosive investor interest surrounding SpaceX, the impact of its addition to the QQQ, potential liquidity challenges, and whether the company's growing influence is reshaping the broader technology landscape. Plus, the conversation dives into the future of artificial intelligence investing, cybersecurity opportunities, NVIDIA, Palantir, Adobe, infrastructure spending, and why active management may become increasingly important as market leadership narrows. Topics covered: • Iran nuclear deal developments• Strait of Hormuz and energy markets• Oil prices and inflation risks• SpaceX IPO and QQQ inclusion• AI investment opportunities• NVIDIA, Palantir and cybersecurity stocks• Adobe and AI monetization concerns• Infrastructure and construction stock opportunities• Active management versus passive investing• Market leadership and technology trends• Tesla and SpaceX speculation• Global geopolitical risks impacting markets If you want unfiltered market analysis, actionable investment ideas, and insights into the forces shaping Wall Street, this is an episode you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. #WayveWire #JoeBesecker #RhysWilliams #WayveCapital #SpaceX #AIStocks #ArtificialIntelligence #IranDeal #OilPrices #StockMarket #Investing #NVIDIA #Palantir #Cybersecurity #QQQ #MarketOutlook #ToddSchoenberger #BizTalkTodayTV #WallStreet #TechnologyStocks Learn more about your ad choices. Visit megaphone.fm/adchoices

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