00:00 Market Outlook & Pre-Market Setup
00:00 Commodities, Gold & Jobless Claims Preview
00:00 Earnings Impact: Google, IBM, Tesla & SpaceX
01:40 Data Centers, Oracle & Rising Rate Risks
03:01 Bond Market & September Rate Expectations
03:48 Gold Stocks, Silver & Energy Sector Strength
04:22 Crude Oil, Gasoline & Natural Gas Outlook
05:45 Canadian & U.S. Energy Stock Targets
06:43 Bitcoin, Ethereum & VIX Update
07:29 TSX, U.S. Index ETFs & Semiconductor Outlook
08:38 Closing Thoughts & Jobless Claims Watch