Latest / The Financial Exchange Show
AI Keeps Lifting Earnings, But the Risks Are Growing
Stocks are rallying after a softer inflation report and stronger GDP revision, but the market’s strength still depends heavily on whether the AI boom can keep delivering.
Paul Lane and Marc Fandetti discuss why stocks may look cheaper on forward earnings but more expensive when using longer-term valuation measures, and how much of the market’s expected profit growth depends on AI data center spending. They also break down Micron’s role in the AI chip supply chain, President Trump’s meeting with AI safety leaders, OpenAI’s security concerns, private investments entering 401(k) plans, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.