Latest / Know Your Risk Podcast
AI Can Win. Your Stocks Can Still Lose.
October 30, 2026 - What if AI changes the world—and the stocks you bought to profit from it still struggle?
As technology stocks sell off, Zach Abraham and Chase Taylor separate two questions investors often treat as one: whether AI succeeds, and whether the companies building its infrastructure deliver attractive shareholder returns. Price, expectations, and the spending cycle can make those very different bets.
They examine the case for a rebound in chip stocks if demand remains intact, the risk that the infrastructure cycle is turning, and why a growing business can still disappoint…
The skinny
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