Episode Details

AI is fueling a massive stock surge, with Nvidia hitting $5 trillion and companies like Hewlett Packard Enterprise and Marvell Technology soaring on AI demand. Hyperscalers like Alphabet are pouring $80 billion into AI infrastructure this year, outspending entire corporations. Businesses are racing to build AI data centers, turning tech hype into economic reality. Meanwhile, oil rebounds above pre-war levels, bond yields stay high—potentially slowing growth—and global markets rally, with Hong Kong’s Hang Seng leading the charge. Analysts warn the U.S. rally may stall soon.

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