Latest / Know Your Risk Podcast
AI Stocks Sink. The Buildout Has a New Problem.
November 5, 2026 – Yesterday’s rally gave way to a sharp selloff, with chipmakers and AI infrastructure stocks taking some of the biggest hits. What changed—and how much of the damage reflects a different outlook versus investors rushing to unwind crowded trades?
Zach and Chase examine how opposition to data centers, potential construction delays, and power constraints could change demand for chips, pressure margins, and challenge earnings expectations across the market. They also explore a surprising possibility: a slowdown could hurt chip suppliers while making existing, operational…
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