Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity.
Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil prices and yields, but underlying energy risks remain largely ignored. European markets continue to lag due to their limited exposure to technology, while excitement around upcoming IPOs such as SpaceX keeps investors focused on the next big opportunity.
The question is no longer whether AI is transforming markets. The question is: how much longer can markets run on AI steroids before reality catches up?
Watch the full episode to find out more!
Intro1:08 Dip-rushing
3:12 Outside tech: pain
6:13 FX update
8:06 SpaceX signs massive deal with Google!










