SpaceX has its sights set on a potentially record-breaking IPO, Anthropic continues to rain on OpenAI’s parade, and the white smoke outside Apple HQ can only mean one thing: a new CEO. GK Managing Partners Ayal Shmilovich and Hatem Dhiab are back in the studio to unpack the latest news in tech investment and explain why the market has mostly stopped reacting to negotiation talks in the Middle East.

Markets Hit Highs, But the Story Is Just Beginning By: Hatem Dhiab The S&P 500 closed Friday at another all time high, its third consecutive weekly gain, with the Semiconductor Index rallying roughly 39% this month alone. Sentiment, by our measure, is at its highest level since December 2024. Yet the war is not over. Crude is back above $96, peace talks with Iran have stalled, and forward volatility has settled at higher plateaus relative to pre-war levels. The market is bala