2026 Great Rotation: AI Profits are Flooding into Regional Banks

About this episode

In this episode, John Pugliano discusses the impact of AI profits on regional banks and the current state of the stock market.

Episode 510 00:00 Q4 Earnings & GDP 01:02 Silver down 30% from its recent high 02:12 2026 long term trends 02:52 Stocks starting out the year on a strong footing 04:41 Lam Research up over 150% past year 05:17 Ciena up 200% past year 05:27 Stupid ads on YouTube 07:25 SAAS software companies too beat up 07:50 Regional Banks are the early warning signal of the economy Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

People in this episode

Host: John Pugliano

Topics covered

• AI profits
• regional banks
• stock market trends
• Q4 earnings
• economic signals

Keywords

• AI profits
• regional banks
• stock market
• Q4 earnings
• Lam Research
• Ciena
• economic trends

Mentioned in this episode

Organizations: Lam Research, Ciena, SAAS, Investable Wealth

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