Overview

• Paul Tudor Jones says market conditions resemble 1999 and predicts a blowoff rally before a potentially sharp downturn.
• Rob Sechan reports no evidence of AI capital spending slowing and projects the S&P 500 could reach 7,000.
• Josh Brown calls Nvidia the clearest AI play, citing a reported $14.2 billion CoreWeave–Meta agreement that uses Nvidia Grace Blackwell systems.
• Stacey Rasgon highlights ongoing strength at Broadcom, notes a possible future “air pocket,” points to Hock Tan’s AI-tied retention through 2030, and references a likely new custom-chip customer.
• Insider Monkey’s latest lists rank picks by hedge-fund ownership with Nvidia most held, while coverage flags Nvidia’s reliance on a few major buyers as a risk if AI demand cools.