SpaceX's Nasdaq Debut, Weak Jobs and the AI Earnings Bubble

SpaceX is set to join the Nasdaq-100 as second-quarter earnings season begins, putting fresh attention on the AI trade, soaring profit expectations, and whether Wall Street's enthusiasm has gone too far. At the same time, a weaker-than-expected June jobs report is easing concerns about another rate hike, oil markets are shifting after the Iran conflict, and investors continue pouring billions into private credit despite growing risks. Join Paul Lane and Marc Fandetti as they break down what today's biggest headlines mean for stocks, bonds, and the broader economy. In today's livestream: • What SpaceX's addition to the Nasdaq-100 means for investors • A weaker June jobs report cools expectations for another Fed rate hike • Why Big Tech is changing its tune on AI replacing workers • Could SpaceX and Tesla eventually merge? • An oil glut threatens to weaken Iran's leverage in global energy markets • A record number of Americans are expected to hit the road this summer • Are Wall Street's soaring earnings forecasts becoming an AI bubble? • Why the memory chip boom could create bigger problems down the road • History shows today's hottest stock markets can become tomorrow's biggest losers • Investors keep pouring money into private credit despite mounting turmoil From jobs, inflation, and Federal Reserve policy to artificial intelligence, energy, private credit, and the future of Big Tech, we break down the stories shaping today's markets and economy. #stockmarket #economy #ai #investing #retirement #spacex