Can the Bull Market Survive AI's Next Phase?

Wall Street is wrestling with a new set of risks as investors weigh record AI spending, escalating tensions in the Middle East, and a stock market that has become increasingly dependent on just a handful of companies. At the same time, retirement expectations are rising, the housing market is changing, and JPMorgan CEO Jamie Dimon is warning about the risks of powerful new AI models becoming widely available. 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: • Investors question whether the market can keep climbing after an extended risk on rally • TSMC commits another $100 billion to U.S. chip manufacturing as AI demand accelerates • Iran and the U.S. exchange new hostilities as shipping through the Strait of Hormuz slows • Americans buy fewer groceries as pressure mounts on food companies • The FDA approves a groundbreaking cholesterol lowering pill • Why homes may no longer be the best long term investment • The Great Wealth Transfer isn't unfolding as quickly as many expected • Americans now believe they need $1.2 million to retire comfortably • A shrinking group of mega cap stocks is driving more of the S&P 500's performance • Jamie Dimon warns that broad access to Anthropic's Mythos AI model poses serious risks From artificial intelligence and Federal Reserve policy to oil markets, retirement planning, investing, and the economy, we break down the stories shaping today's markets and economy. #stockmarket #economy #ai #investing #retirement #oil