S&P 500 ALL-TIME HIGH! AI Surge, Powell Shock & What Happens Next | Wayve Wire

About this episode

The episode discusses the recent S&P 500 all-time high and the macroeconomic factors influencing the stock market.

The stock market is ripping higher — the S&P 500 just hit another all-time high… but is this the beginning of a bigger breakout or the setup for the next major surprise? 🚨📈 On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Wayve Capital executives Joe Besecker (CEO) and Rhys Williams (CIO) to break down the explosive bull rally, AI-fueled momentum, and what smart investors should watch next. With Big Tech earnings from Google, Amazon, and Meta driving sentiment, AI spending accelerating, Jerome Powell speculation swirling, and oil retreating after geopolitical volatility, this episode covers the macro forces moving Wall Street RIGHT NOW. 💥 KEY TOPICS: • S&P 500 all-time high: breakout or trap? • AI momentum, enterprise adoption & Big Tech earnings surge • Powell retirement speculation and Fed implications • Tax refund liquidity boost & consumer spending outlook • World Cup’s $17B U.S. economic catalyst • Glaukos (GKOS), med-tech, and overlooked sector opportunities • Oil, war, supply chains & geopolitical market risk • Kentucky Derby long shots & Churchill Downs betting plays ⚡ From AI and macro… to med-tech, gaming, and Derby betting—this is a…

People in this episode

Host: Todd M. Schoenberger

Guests: Joe Besecker, Rhys Williams

Topics covered

• S&P 500 all-time high
• AI momentum
• Big Tech earnings
• Jerome Powell speculation
• geopolitical market risk
• consumer spending outlook
• med-tech opportunities

Keywords

• S&P 500
• AI surge
• Jerome Powell
• Big Tech
• consumer spending
• geopolitical risk
• med-tech

Mentioned in this episode

Organizations: Wayve Capital, Google, Amazon, Meta

Products: Glaukos (GKOS)

Places: Kentucky, Churchill Downs

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