AI Risks Keep Growing as Earnings Season Begins

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-13

Earnings season is underway with big banks reporting mixed results, but the larger market story remains the same: investors are still watching whether AI-driven growth can keep carrying stocks while the risks around the technology continue to build. Mike Armstrong and Paul Lane discuss what JPMorgan, Goldman Sachs, Wells Fargo, and Citigroup reveal about trading, lending, and higher interest rates. They also break down why market breadth has weakened, why tech remains the main driver of stock gains, how retirees may be affected by future Social Security changes, why proposed underwater data centers are already facing pushback, Anthropic’s...