AI Debt, Oil Risks and the Next Test for the Stock Market

Wall Street is balancing a growing list of risks as investors digest escalating tensions in the Middle East, a massive wave of AI spending, questions surrounding the Federal Reserve's next move, and whether today's lofty market valuations can withstand another test. At the same time, Apple is ramping up its AI ambitions, concerns are growing over the Strategic Petroleum Reserve, and economists continue to debate the true health of the U.S. economy. Join Chuck Zodda and Mike Armstrong as they break down what today's biggest headlines mean for stocks, bonds, and the broader economy. In today's livestream: • The U.S. and Iran exchange new strikes as uncertainty surrounds shipping through the Strait of Hormuz • SK Hynix suffers a record decline as South Korea's AI trade continues to unwind • Investors are being asked to finance a quarter trillion dollars of new AI debt • Kevin Warsh faces a major early decision on reversing last year's rate cuts • Is a widely followed consumer sentiment survey giving a misleading picture of the economy? • Apple prepares an aggressive response to the growing competitive threat from OpenAI • Nearly 200 economists and technology leaders warn about the long term risks posed by artificial intelligence • Years of heavy use are pushing America's Strategic Petroleum Reserve closer to its limits • Is the S&P 500 really as inexpensive as it appears? • How should investors navigate markets when geopolitical crises never seem to end? From artificial intelligence and Federal Reserve policy to energy markets, market valuations, and long term investing, we break down the stories shaping today's markets and economy. #stockmarket #economy #ai #investing #retirement #spacex