Nebius (NBIS) rallied upwards of 50% after Microsoft (MSFT) offered up to $19.4 billion for its A.I. infrastructure. Marley Kayden says it's the latest development signaling a "global rush" for A.I. buildout and talks about how it "takes risk off the table" for the A.I. trade. She and the panel also talk about how Mag 7 companies like Microsoft and Nvidia (NVDA) are becoming "kingmakers" through acquisitions and partnerships.