#Uber, #GEVernova, #PayPal - If You Missed Palantir at $25... It's Happening Again: BWB - Business With Brian

13 September 2026

10,000 put into #Palantir in April 2022, and held through a drop of more than 50% in under 2 months, is worth about $114,000 today, and that is the whole point of this video.

Five high quality businesses, #Uber, #GEVernova, #PayPal, #IntuitiveSurgical and Fair Isaac, now sit 32% below their own highs from the past year, while the cash going into those businesses went up instead of down.

I read the financials on all 5, run the 3 checks I use to tell an undervalued stock from a broken business, name the one with the best numbers in the video that I still will not buy, and give the price I would pay for each.

#investing #stocks

GE Vernova Inc. (GEV)

Intuitive Surgical, Inc. (ISRG)

Fair Isaac Corporation (1FICO.MI)

                                  

#AI #trading #investment - Inside Bracket22, A Trading Firm Powered By Al Agents: CNBC

13 September 2026

Brian Kelly previously ran a cryptocurrency hedge fund, but closed that shop in early 2025. Later that year, he began testing out uses of artificial intelligence.

Bracket22 invests only Kelly's own capital and trades cryptocurrencies, stocks and commodities.

It's powered entirely by AI agents — a stark example of a growing reality on Wall Street as firms test the benefits and limits of AI in finance.

Steffi, Desmond, and Houston

Bracket22 operates with three specialized AI agents: Steffi, Desmond, and Houston, each handling distinct trading functions. Brian Kelly created Bracket22, a trading firm powered entirely by agentic artificial intelligence, after closing his cryptocurrency hedge fund in early 2025.

Chapters: 00:00 - 00:31 Introduction  0:32 - 3:11 AI Agents 3:12 - 4:05 Future for Wall Street Senior Producer: Jake Callahan Edited by: Darren Geeter Camera and Sound by: Joel Coblenz Senior Managing Producer: Tala Hadavi Additional Footage: Getty Images

#biotech #healthcare #pharmaceutical - Moderna and Merck’s Cancer Vaccine Fueled a Biotech Rally. Can It Last? | WSJ’s Take On the Week: WSJ Podcasts

13 September 2026

Despite a rough past week for the healthcare sector, pharmaceuticals and biotech stocks have outperformed the S&P 500 this year. 

Investors have gotten excited over cancer treatment breakthroughs for Moderna, Merck and Revolution Medicines—plus regulatory shakeups at the FDA. But is market hype running ahead of reality? Can the rally last? 

 On this week’s episode, co-hosts Telis Demos and Miriam Gottfried are joined by WSJ’s Heard on the Street columnist David Wainer to discuss how AI and competition from China are shifting the market, where pharma M&A is headed next, and how everyday investors should navigate the sector. 

 

Chapters: 

02:34 - Trump, RFK Jr., and Policy

04:14 - Pharma vs. Biotech, Explained

05:30 - The AI Rotation Into Healthcare

06:10 - Moderna, Revolution Medicines, and Cancer Breakthroughs

11:24 - The Pharma M&A Playbook

13:41 - Can AI Speed Up Drug Discovery?

15:25 - Is Healthcare a Defensive Trade?

18:08 - GLP-1 Wars: Eli Lilly vs. Novo Nordisk

20:36 - Index or Stock Picking?

22:15 - Is China a Threat to U.S. BioTech?

24:24 - A DeepSeek Moment for Pharma?

26:13 - uniQure and the FDA

WSJ's Take On the Week

#bessent #usa #bondmarket - No way for Bessent to control yields given the U.S. deficit: Analyst: CNBC International Live

13 September 2026

Matthew Rees, Head of Global Bond Strategies at L&G Asset Management, discusses the current state of the U.S. bond market and the likelihood of a credit or bond market event.