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Ben Fulton considers the rise in yields a serious issue that not many investors are assessing. It clashes with an AI trade's parabolic rally, which Ben expects to see a significant pullback in. He urges investors to brace for volatility as long as the Strait of Hormuz stays closed.
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OTROS EPISODIOS EN ESTE PODCAST
Dr. David Stubbs of AlphaCore Wealth Advisory says the core AI trade remains intact despite pressure on semiconductors and memory stocks. He believes GPU makers, hyperscalers and major companies adopting AI can continue to benefit from the buildout. Dr. Stubbs expects earnings to separate the winne…
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Danielle Shay says a lot of the AI downside moves have been "greatly exaggerated" in 2026. The culprit? Danielle blames earnings and the sky-high expectations. As a technical trader, she discusses key support and resistance metrics she watches in determining next steps for trading AI stoc…
Charles Schwab's Patrick Ciummo breaks down a bearish S&P 500 (SPX) setup after its pullback from recent highs. He also charts Reddit (RDDT) ahead of earnings and Alphabet (GOOGL), highlighting key technical levels and volatility to watch.
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