AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26
About this episode
The episode discusses the surge in markets driven by AI growth, the resilience of earnings amidst geopolitical tensions, and the implications for inflation and investor strategies.
Markets surge toward record highs as AI driven growth expands beyond Mega-cap tech, and earnings remain resilient despite geopolitical tensions. Plus, Amazon’s push into satellite connectivity highlights the next phase of AI infrastructure and competition. Later, energy shocks, policy uncertainty, and global risks continue to shape the outlook for inflation, growth, and investor positioning.
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