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How's the stock market doing, minus AI?

How's the stock market doing, minus AI?

Marketplace vor 3 Wochen

0:00

25:26

The S&P 500 has hit more than two dozen record highs this
year, and it’s got AI firms to thank. In fact, it’s easy to
forget that a lot of other public companies are in a tough spot.
In this episode, why there’s a widening bifurcation of the stock
market. Plus: Rising auto loan delinquencies could be a warning
sign for broader consumer strife, financial institutions kick off
Q3 earnings season, and Kai explains what the yield curve tells
us about the bond market.

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Read the stories in today’s episode:

The stock market gap between AI and everything else is
growing

What to watch for in next week's Q3 earnings

"Circular spaghetti": What the tangled AI supply chain means
for regulation

Want to know what the bond market is thinking? Check out the
yield curve

Rising auto loan delinquencies reflect the K-shaped economy