What if the AI boom is just getting started? On this episode of Trader Talk, Kenny Polcari sits down with tech analyst Daniel Newman to break down why AI is still in its earliest innings—and why market leadership is starting to broaden beyond the Magnificent Seven. They unpack the implications of the Nvidia (NVDA) and Eli Lilly (LLY) partnership, enterprise AI adoption, and where investors may find the next wave of alpha as the trade widens.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.



Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/



Thoughts? Questions? Fan mail? Email us at tradertalk@yahooinc.com.

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

Why this bull market may be younger than you think

Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth.&nbsp;New episodes of Trader Talk release Wednesday 5pET.