AI Rally Meets Oil Pressure

Anthropic’s blockbuster revenue print, insider buying at Intel, and strength in names like Micron, Vista Energy, Maersk, and SoFi highlight a market still chasing AI and growth. But with crude oil near $89, falling rate-cut odds, and retail earnings plus FOMC minutes ahead, the episode weighs whether inflation and consumer weakness could derail the rally. Show Notes Stock futures fall after S&P 500 posts three-week win streak: https://www.cnbc.com/2026/08/16/stock-market-today-live-updates-.html