AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 16 May 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality.
Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?, Verizon Communications Inc. (VZ), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pershing Square Inc. (PS), Pershing Square USA, Ltd. (PSUS), Oil Futures Curve, KPP Newsletter, Intel Corporation (INTC), Private Company Shares Access.
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Transcript
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| 0:00.0 | This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. |
| 0:11.1 | Here's your host, Luke Guerrero. |
| 0:15.7 | Hey there, everybody, and welcome to the Friday, May 15th, 2026 edition of Invest Talk. As always, we got a great show |
| 0:24.6 | playing for you today. We're going to talk a little bit about the market. We're going to sum up those |
| 0:27.9 | stories that matter. And most importantly, we're going to answer your finance and investment questions. |
| 0:34.3 | To that end, why don't we kick it off by answering our first caller question now? |
| 0:39.3 | Hello, my name is Joseph calling out of Hayward, California. |
| 0:43.3 | I was looking to see if maybe you could do a quick dive into Dell, D-E-L-L. |
| 0:50.3 | Thank you so much. |
| 0:51.3 | Bye-bye. |
| 0:52.3 | Well, Joseph, Dell is Dell Technologies. |
| 0:56.2 | It is a Round Rock, Texas-based technology infrastructure giant. |
| 1:02.1 | It's a $161 billion market cap company. |
| 1:05.7 | Only's got about $24 billion in debt. |
| 1:10.5 | What do they do? Well, they've been doing a lot of work on AI optimized servers. |
| 1:15.0 | They, of course, have those traditional server and storage segment. They sell those PCs and laptops. |
| 1:20.9 | I'm using one right now. Sometimes it works. Sometimes doesn't work as well. And more than anything, they really have the most dominant direct-to-hyperscaler AI server |
| 1:32.7 | supply competing really primarily with SMCI, who, as we all know, is currently under a DOJ |
| 1:40.1 | investigation. And so Dell is capturing a lot of this enterprise share. Now they recently hit |
| 1:46.1 | an all-time high of $263.99. That was back on May 8th. They have since fallen down a bit. |
| 1:55.9 | They settled around $242 per share, but they're up 118% over the past 52 weeks, up 92.24% year-to-date. |
| 2:07.4 | Let's dive a little bit into their earnings because they were pretty darn good. |
... |
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