Stocks are near record highs even as long-term Treasury yields sit at levels not seen since 2002, and Dan DeFrancesco asks a panel of investors whether the stock market is ignoring the bond market. The panel debates whether higher rates can coexist with rising stocks, what could derail the rally as earnings season begins, from profit margins and bank outlooks to private credit and AI debt, and where the first cracks might show. They also discuss whether AI models are becoming commodities as prices rise and AI companies prepare to go public, why AI labs are asking to be regulated, Google’s nuclear power deal with Constellation, whether AI agents are changing how people shop, and the nostalgia economy.
00:00 Stocks near records as bond yields hit 2002 highs
00:35 Is the stock market wearing noise-canceling headphones?
02:41 Is the biggest risk not being risky enough?
05:17 Can higher rates and rising stocks coexist?
07:45 What could derail earnings season?
08:35 Data center delays in Texas and Virginia
09:14 What if AI capex slows down?
10:40 Why AI debt matters as yields rise
15:44 What bank earnings could reveal
16:20 Is private credit a risk?
20:50 “Sharks under the water”
22:00 Are AI giants starting to look like utilities?
23:20 Where the first cracks could show
24:12 The $10,000 question
27:25 Microsoft reportedly cuts Claude spending
28:40 Are AI models becoming commodities?
31:35 Jevons paradox and AI pricing
31:50 Will AI prices spike like delivery app fees?
33:13 Who wins enterprise AI?
34:20 Why AI labs ask to be regulated
36:35 Google and Constellation’s nuclear power deal
38:40 Three Mile Island and nuclear’s comeback
39:42 The nuclear waste problem
40:12 Is Muse driving shoppers away from Amazon?
41:20 Why the panel hasn’t tried AI agents
44:20 Gen Z’s top AI apps, per Andreessen Horowitz
45:15 What to watch in earnings season
46:25 Watching high-end consumers’ credit
47:58 TSA travel and rising earnings estimates
49:37 Is the K-shaped economy overstated?
50:35 Margins, guidance and the IPO market
52:10 The nostalgia economy: CD sales are booming
53:10 90s trends that should stay gone
#StockMarket #BondYields #AI #YahooFinance
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