AI Stocks, Diesel Prices, and the Limits of Market Momentum

The Financial Exchange Show · Sep 23, 2026 · 38m · transcript

AI continues to drive much of the market’s strength, but rising energy costs and higher interest rates are creating pressure across the rest of the economy.

Chuck Zodda and Paul Lane discuss whether AI stocks can keep carrying the market, why concerns about market concentration may be overstated, and how new AI agents like Meta’s Muse could affect companies built around sticky subscriptions. They also break down the debate over a possible diesel export ban, why it could lower prices briefly but create bigger problems later, and Todd Lutsky joins for Ask Todd to discuss long-term care costs…