Your power bill is climbing—and AI might be to blame. Danny breaks down how data centers, aging grid upgrades, natural-gas shocks, and a nuclear comeback (hello, uranium) are reshaping energy costs. Then CIO Cameron Dawson (NewEdge Wealth) joins to tackle the U.S. consumer, market rotation, gold vs. bitcoin, earnings, and the Fed holding rates. Danny closes with this week’s Kalshi event-contract picks.