About this episode

The episode discusses the impact of AI on earnings expectations and the economy, featuring insights on technology markets and corporate earnings growth.

Show from 2026-07-10 Host Jeremy Schwartz is joined by Chris Gannatti and Jeff Weniger for a wide-ranging discussion on the latest developments driving technology markets and the economy. The group examines surging AI infrastructure spending, demand for memory chips, expectations for another strong earnings season, and the growing investment cycle surrounding data centers, hyperscalers and physical AI. Professor Siegel joins later in the episode to discuss the resilience of equity markets despite renewed geopolitical tensions in the Middle East, highlighting the surprising stability in oil prices, the outlook for inflation, interest rates and second-quarter GDP, while also explaining how AI-driven margin expansion continues to fuel historically strong corporate earnings growth. After Professor Siegel signs off, Jeremy, Chris and Jeff briefly wrap up the show with additional commentary on Delta's earnings, travel demand, and observations from the summer travel season. The conversation concludes with a discussion of activity in Las Vegas, consumer travel trends, and how pricing dynamics may be affecting tourism and convention traffic. WisdomTree…

People in this episode

Host: Jeremy Schwartz

Guests: Chris Gannatti, Jeff Weniger

Topics covered

• AI infrastructure spending
• technology markets
• corporate earnings growth
• geopolitical tensions
• consumer travel trends

Keywords

• AI race
• earnings expectations
• technology markets
• inflation
• travel demand

Mentioned in this episode

Organizations: WisdomTree

Places: Middle East

More episodes of Behind the Markets Podcast

• Rotation, Not Ruin · July 16, 2026 · 45 min
• Cracks, Chips, and Market Shifts · July 3, 2026 · 51 min
• Trade Outside the Box, Featuring Brent Donnelly · June 25, 2026 · 1h 13m
• Building the Circuit of AI · June 18, 2026 · 1h 5m

Explore listener stats, chart rankings, contacts and more on the Behind the Markets Podcast podcast page.