The AI trade’s next evolution after AMD, Nvidia’s CES announcements, plus 2026 energy outlook

Market Domination anchor Josh Lipton breaks down the latest market news for January 6, 2026.
Is AI fatigue setting in for investors? AMD and Nvidia stocks dropped following CES announcements from AMD CEO and chair Lisa Su and Nvidia founder and CEO Jensen Huang. AlphaCore Wealth Advisory chief investment strategist David Stubbs speaks with Josh about the outlook for the AI trade, and why he is ‘very excited about it.” Stubbs also discusses opportunities outside of the United States and key themes in international markets.
The ousting of Venezuela’s Nicolás Maduro raises questions about the global oil market. Brian Kessens, Tortoise Capital Advisors senior portfolio manager & managing director, discusses the timeline and cost for rebuilding the oil infrastructure in Venezuela, including the quality and price of the oil from this region. Kessen also discusses risks for major US oil companies moving back to Venezuela, the outlook for energy in 2026, and opportunities for investors.

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