Oil, AI, and a 600% Shoe Rally, What's Going On?

Oil, AI, and a 600% Shoe Rally, What's Going On?

From Digital Currents by Morgan Creek Capital Management, LLC

April 17, 2026 · 57 min

About this episode

This episode discusses the impact of global market shifts on energy dynamics and highlights significant developments in AI and tech investments.

This week's episode covers the reopening of the Strait of Hormuz and explores how global markets, including crypto markets, may be reacting to shifts in risk sentiment and energy dynamics. We also dive into Allbirds' recent surge, as much as 600% in a single day, as it pivots toward an AI-driven strategy, raising questions around narrative-driven rallies. We also examine Objection AI, a Peter Thiel-backed startup aiming to adjudicate truth in journalism using AI; Factory's $150 million raise at a $1.5 billion valuation to scale AI agents for engineering teams; and Oracle and Amazon Web Services' deepening partnership for multicloud architecture and interoperability. Finally, in our Chart of the Week, we zoom out to assess a meaningful week for tech and AI equities, with potential standout performance from Microsoft, AMD, and Oracle. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation…

People in this episode

Host: Morgan Creek Capital Management, LLC

Topics covered

  • oil markets
  • AI strategy
  • crypto markets
  • energy dynamics
  • tech equities
  • investment trends

Keywords

  • oil
  • AI
  • Allbirds
  • Objection AI
  • Oracle
  • Amazon Web Services
  • Microsoft
  • AMD
  • crypto

Mentioned in this episode

Organizations: Allbirds, Objection AI, Factory, Oracle, Amazon Web Services, Microsoft, AMD

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