AI, Earnings & What Investors Should Watch

Send us Fan MailIn this episode of Paramount Wealth Perspectives, Scott Tremlett and Codi Robirds break down the forces driving markets to record highs and the key events investors should be watching this week. Despite ongoing concerns around inflation, interest rates, and geopolitics, strong corporate earnings and accelerating AI-related investment continue to support the market. Key topics covered: Why the S&P 500 and Nasdaq reached new record highs in May  How strong earnings continue to outweigh market headlines  The growing impact of artificial intelligence on the broader economy  Why AI is becoming a global infrastructure story, not just a technology trend  Nvidia's role in the next phase of AI adoption  The importance of energy prices, inflation, and Federal Reserve policy  What the upcoming jobs report could mean for markets  Key earnings reports and economic data investors should monitor this week  The biggest opportunities and risks heading into the second half of 2026 Scott also shares why he believes we're still in the early stages of a multi-year AI investment cycle and what that could mean for long-term investors.