AI Panic, Tariff Whiplash, and the Housing Market Stall

Mike Armstrong and Paul Lane break down the market rebound after an AI-driven selloff sparked fears of white-collar job disruption. They examine whether the latest wave of artificial intelligence concerns represents real structural risk — or short-term market overreaction.Mike and Paul also dive into ongoing tariff uncertainty following the Supreme Court ruling, the complications surrounding potential refunds, and what shifting trade policy means for businesses and consumers. Plus, they analyze Home Depot earnings and what stubbornly slow housing activity signals about the broader economy.