Iran Deal, SpaceX Mania & AI's Next Move | Wayve Wire

About this episode

The episode discusses the potential Iran nuclear deal, SpaceX's market impact, and future AI investment opportunities.

Is a real Iran nuclear deal finally taking shape—or is Wall Street getting ahead of itself again? On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a fast-paced discussion on the biggest stories driving markets right now. The team breaks down the latest developments surrounding Iran, the potential reopening of the Strait of Hormuz, energy prices, and whether recent headlines signaling a breakthrough agreement should be trusted. They also examine the explosive investor interest surrounding SpaceX, the impact of its addition to the QQQ, potential liquidity challenges, and whether the company's growing influence is reshaping the broader technology landscape. Plus, the conversation dives into the future of artificial intelligence investing, cybersecurity opportunities, NVIDIA, Palantir, Adobe, infrastructure spending, and why active management may become increasingly important as market leadership narrows. Topics covered: • Iran nuclear deal developments• Strait of Hormuz and energy markets• Oil prices and inflation risks• SpaceX IPO and QQQ inclusion• AI investment opportunities•…

People in this episode

Host: Todd M. Schoenberger

Guests: Joe Besecker, Rhys Williams

Topics covered

• Iran nuclear deal developments
• SpaceX investor interest
• AI investment opportunities
• energy prices
• market leadership trends
• cybersecurity stocks

Keywords

• Iran nuclear deal
• SpaceX
• AI investing
• energy prices
• NVIDIA
• Palantir
• Adobe
• market trends

Mentioned in this episode

Organizations: Wayve Capital, SpaceX, NVIDIA, Palantir, Adobe

Places: Strait of Hormuz, Iran

More episodes of Biz Talk Today TV

• Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks · July 21, 2026 · 42 min
• The AI Stock That Could Transform Hollywood | Mish Schneider's Under-the-Radar Pick · July 21, 2026 · 3 min
• Semiconductor Sell-Off: Buy the Dip or Protect Your Portfolio? | Keith Schneider's Market Playbook · July 20, 2026 · 30 min
• Should NFL Owners Lead With Passion or Profits? | Shana Sissel Breaks It Down · July 19, 2026 · 3 min
• Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move · July 18, 2026 · 36 min
• Semiconductors Breaking Down? | Mish Schneider's Top Stock Picks, Energy Outlook & China Rebound · July 18, 2026 · 38 min