Markets remain at record highs, but how long can the rally last? In this week’s Global Alpha podcast, Richard and Kai break down the latest moves in U.S. equities, from chipmakers and cloud stocks to Apple’s new product line. We dive into Nvidia’s China headwinds, Micron’s upcoming earnings, and Costco’s resilient business model. Plus, we look at uranium’s global divergence, Tesla’s AI and robotics ambitions, and the Fed’s rate-cut trajectory.

Tune in for clear insights, key catalysts to watch, and the sectors we believe still have room to run.