Could the World Cup be this year's most unexpected investment theme? Hosted by Michelle Martin, we explore which stocks could benefit from a US$17 billion World Cup boost to the U.S. economy. Markets are also rallying on news of a U.S.-Iran ceasefire, sending oil prices lower and investors back into risk assets. Plus, SpaceX surges after its blockbuster IPO debut while Anthropic faces a regulatory setback. And we look ahead to a major Nasdaq-100 reshuffle that could create fresh winners and losers in the AI trade.See omnystudio.com/listener for privacy information.

Could the World Cup be this year's most unexpected investment theme? Hosted by Michelle Martin, we explore which stocks could benefit from a US$17 billion World Cup boost to the U.S. economy. Markets are also rallying on news of a U.S.-Iran ceasefire, sending oil prices lower and investors back into risk assets. Plus, SpaceX surges after its blockbuster IPO debut while Anthropic faces a regulatory setback. And we look ahead to a major Nasdaq-100 reshuffle that could create fresh winners and losers in the AI trade.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Market View: The $17 Billion World Cup Opportunity Investors Are Watching