SlateStone Wealth’s Kenny Polcari joined Yahoo Finance’s Opening Bid to weigh in on three timely market storylines, from a fusion-energy headline tied to the future power needs of AI and data centers, to Lululemon’s leadership transition as the brand looks to regain its edge in a crowded athleisure landscape. He also reacted to the latest CPI report, noting that while inflation is cooling, everyday price pressure still feels real for consumers—and that early 2026 volatility may be driven more by politics than fundamentals.
Watch the clips:
Trump Media plans $6B merger with nuclear energy startup TAE
Elliott pushes for former Ralph Lauren exec. as new Lululemon CEO