The Market Is Splitting in Two—and AI Is Driving the Divide

Podcast: Know Your Risk Podcast · Know Your Risk Radio

Opublikowano: 2026-10-13

October 13, 2026 — The biggest technology stocks continue to dominate the market, while small caps, rate-sensitive businesses and parts of the real economy are telling a very different story. Zach Abraham and Chase Taylor break down an increasingly divided market: the Magnificent Seven reaching another record while small caps lag, crowded positioning between the Nasdaq and Russell 2000, and why Chase says he’s becoming more bullish on parts of the AI trade after months of valuation concerns. They also debate the enormous spending behind the AI buildout, what investors may be overlooking in hyperscaler economics, whether chip earnings can...