In this episode of the Market Mindset Podcast, Big Money Mike breaks down the biggest headlines shaking up the markets. We start with CoreWeave — the AI infrastructure darling that's gone from crypto miner to billion-dollar IPO — but is it riding too close to Nvidia’s coattails? Then, Mike unpacks Qualcomm’s $2.4B play for Alpha Wave, explores the risks and promise behind Joby Aviation’s flying taxi future, and spotlights Cameco as a potential long-term winner in the clean energy race. Plus, Jim Cramer’s warning on Circle Internet, and what recent shipping trends from China could mean for the S&P and Dow.

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