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AI stress tests, market volatility, and the Fed’s next move 2/2/26 episode artwork

EPISODE · Feb 2, 2026 · 42 MIN

AI stress tests, market volatility, and the Fed’s next move 2/2/26

from Morning Call · host CNBC

AI’s infrastructure bill is coming due. Markets digest Oracle’s warning, OpenAI’s funding risks, and the real cost of the AI race. Plus, silver and gold swing sharply, volatility returns, and the panel debates Fed leadership, rate cuts, and whether fundamentals can hold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Feb 2, 2026

What this episode covers

AI’s infrastructure bill is coming due. Markets digest Oracle’s warning, OpenAI’s funding risks, and the real cost of the AI race. Plus, silver and gold swing sharply, volatility returns, and the panel debates Fed leadership, rate cuts, and whether fundamentals can hold.

PodParley-generated summary based on available episode metadata and transcript content.

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AI stress tests, market volatility, and the Fed’s next move 2/2/26

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This episode is 42 minutes long.

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This episode was published on February 2, 2026.

What is this episode about?

AI’s infrastructure bill is coming due. Markets digest Oracle’s warning, OpenAI’s funding risks, and the real cost of the AI race. Plus, silver and gold swing sharply, volatility returns, and the panel debates Fed leadership, rate cuts, and whether...

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