Episode Details
Back to EpisodesWhat Investors Should Know About AI’s Growing Market Influence (Featuring Stephanie Aliaga!)
Description
How is AI reshaping the stock market and global investing? J.P. Morgan global market strategist Stephanie Aliaga joins Matt and Lee on The Market Moment to discuss AI’s impact on markets, investor strategy, and where opportunities—and risks—may lie ahead.
Stephanie shares data-driven insights on:
💡 How AI-linked stocks have powered over 75% of S&P 500 returns since ChatGPT’s launch
📈 Whether the current AI boom is sustainable—or showing early signs of overvaluation
💰 The growing influence of private AI companies like OpenAI and Anthropic on public markets
⚙️ The AI value chain—from chips and data centers to power, infrastructure, and cloud capacity
🌍 Why global diversification and alternative investments may be key heading into 2026
The conversation also covers:
-Big Tech vs. AI startups—who will lead the next wave?
-How “AI circularity” and interdependence could increase market risk
-Broader economic impacts of AI, energy demand, and data infrastructure
-What investors should watch as 2025 closes and 2026 approaches Whether you’re an investor, advisor, or market observer, this episode delivers an expert perspective on how AI is transforming portfolios, valuations, and the global economy.
Learn more about Stephanie: https://am.jpmorgan.com/us/en/asset-management/adv/bios/stephanie-aliaga/
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📌 About Mach 1 Financial Group The hosts of The Market Moment Podcast are employees of Mach 1 Financial Group, LLC, a Registered Investment Advisor located in Rogers, Arkansas.
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