SlateStone Wealth’s Kenny Polcari joined Yahoo Finance’s Opening Bid to share his perspective on the shifting market landscape—from the Fed’s next policy move to accelerating AI adoption and renewed volatility across crypto. He discussed why a December rate cut may already be priced in, how investors should interpret Bitcoin’s sharp swings, what Apple’s latest breakout signals for mega-cap tech, and where he sees durable opportunities in AI hardware and infrastructure plays.
Watch each segment:
• Fed rate cut ‘already sealed’ in spite of ADP’s negative data
• Bitcoin extends gains: Crypto rebound depends on Fed cut
• Apple stock hits a new high: Why is the iPhone maker rallying?
• Dell is a good ‘way to play’ the AI trade
• Is Michael Burry’s Tesla valuation warning justified?