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August 26, 2026 - AI Hardware Is Carrying the Market — While the Consumer Starts to Wobble
AI may still be powering the headline indices, but beneath the surface, the market is sending a more complicated message.
In this episode of Market Pulse, we examine the widening gap between the AI hardware and semiconductor leaders driving equity performance and a broader economy showing signs of strain — particularly from the consumer.
As spending momentum softens and pockets of consumer weakness emerge, equity markets are becoming increasingly dependent on a narrow group of technology winners. We break down what that divergence says about market breadth, investor positioning, the…
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