Curia Investment Show

In this week's live investor briefing, we'll cover:

Tesla’s earnings results and how a weak Cybertruck and Robotaxi rollout could affect the company’s outlook.

The U.S. government taking equity stakes in AI chip and quantum computing companies — and whether this "nationalization" push is good or bad for investors.

The big swings in precious metals, with gold prices surging and plunging this week, and why this volatility is sparking investor concern.

The impact of a potential U.S. government shutdown on markets, including risks to health insurance stocks (e.g., Molina Healthcare) and a spike in identity theft cases amid a federal reporting system outage.

Why stock valuations remain resilient even as interest rates begin to fall.

 In this episode of the Curia Investment Show, James Early and Simon Erickson unpack the three biggest stories rattling U.S. markets this week: 

💥 China’s Rare Earth Export Curbs – Are we heading into a renewed U.S.-China trade war? What’s at stake for tech, defense, and EV stocks? And why does a fighter jet need 920 pounds of rare earths? 

🧠 Circular AI Chip Deals (OpenAI, AMD, Nvidia) – Are these eye-popping chip agreements brilliant partnerships or financial sleight of hand? Who really has the upper hand — the chipmakers or the buyers? 

🚗 Tesla’s Earnings and Global Woes – Record deliveries? Yes. But a 50% sales drop in Europe, thinning margins, and rising EV competition from China raise serious questions. 

📉 Stocks to Watch: — Why Carvana (CVNA) might be this cycle’s meme stock trap — Why MercadoLibre (MELI) could be a buy-the-dip international opportunity 

Plus: — Where to invest if U.S.–China tensions escalate — What sectors look safest right now for risk-conscious investors — Why consumer discretionary might be quietly turning the corner 

✅ Don’t miss these insights if you care about market risks, AI bubbles, EV disruption, and how geopolitics are shaping investor returns. 

📩 Want the one-page cheat sheet for this show? Head to CuriaFinancial.com and subscribe on the homepage.

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Join James Early, Simon Erickson of 7Investing, and Eoin Treacy of Fuller Treacy Money as they unpack the hidden winners of the AI revolution. We’ll explore why 95% of generative-AI pilot programs are failing, how power-hungry AI data centers are driving electricity demand into the gigawatt era, and why “picks and shovels” stocks like Vertiv—a leader in computer-room air handlers and liquid-cooling systems—are seeing explosive revenue growth. 

We’ll also break down the blockbuster partnership between OpenAI and AMD, which plans to deploy up to 6 gigawatts of Instinct GPUs—a move that could reshape the AI-hardware landscape. Plus, find out how utilities, natural-gas producers, and energy-infrastructure companies could benefit from this unprecedented AI build-out. 

The conversation then shifts to TrumpRx, a new prescription-drug platform promising “most-favored-nation” pricing, which has boosted pharmaceutical stocks and raised new questions about future healthcare margins. Finally, we tackle the private-equity liquidity crunch and record-breaking activity in the secondary market, asking whether infrastructure investments or a pullback could come next.

If you’re looking for actionable insights on AI investing, AMD vs. Nvidia, pharma policy, and private equity’s next moves, this livestream is one you won’t want to miss.

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Markets are on fire — but is it all smoke? On this week’s Curia Investment Show, James Early, Simon Erickson (7investing), and Eoin Treacy (Fuller Treacy Money) unpack the Fed’s latest rate cut, China’s raging stock market, and whether AI spending is fueling a bubble or the next growth wave. 

 In the debut of The Curia Investment Show, James Early, Todd Lechtenberger, and Simon Erickson cut through the noise on three big market stories: the U.S. government’s surprising stake in Intel, whether AI stock valuations can hold up, and why questions around Federal Reserve independence are rattling bond investors. Clear insights, candid discussion, and a focus on what really matters for long-term investors.