AI mania, China and Treasury moves put markets on alert 9/22/26
Summary
The episode covers the resurgence of the AI trade, highlighting Meta's surge following its Muse AI agent launch and AMD's entry into the $100 billion market cap club. It also examines Alibaba's unveiling of a new AI chip and its aggressive data center expansion plans ahead of the upcoming Trump-Xi summit. Additionally, the show discusses falling oil prices, rising diesel costs, and the impact of a major Northeast air traffic outage on the travel sector.
Topics discussed
Sponsor: Edward Jones
Market Open: Nasdaq Record and AI Trade
Energy Prices and Bond Yields Check
Steve Sedgwick: Asia Markets and Geopolitics
Interview: John Davis on AI, Energy, and Bitcoin
AI Infrastructure Spending and GDP Impact
Sponsors: Venture Global and CDW
Alibaba Unveils New AI Chip and Spending Plans
Meta Muse, AI Safety, and US-China Tensions
Sponsors: Venture Global and Google Cloud
Interview: Dirk Wallinger on Space and Climate Tech
Biotech IPOs, Yields, and Global Markets Update
Meta Muse Impact and Trump-Xi Summit Prep
Interview: Isaac Stonefish on Geopolitics and AI
Air Traffic Outage, AI Safety, and Amazon Block
Panel: AI Bubble, Regulation, and Market Outlook
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