Does The Market Love AI? Does The Market Not?

On Valentine’s Eve, we ask the question-  how do the market really “feel” about AI?  We’re seeing signs in both columns.  This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir. They look at: • A look at indicators the market has not yet priced in the impact AI is going to have, not just on tech, but all sectors of business. • And yet...the market still LOVES AI, wait until you see the lop-sided chart for US Equities vs everything else in the world. • And yet...we also experienced the SAAS-calypse, with major repricing of huge software stocks. • And yet...inflation is down, and according to the Federal government, job numbers are up.  15:00 Consumer Price Index 16:39 A surge in stock blowups and thoughts on AI 23:15 Money is rotating to other sectors 25:49 Why is the Mag 7 starting to lag? 28:00 AI demand on power 29:47 Commodities markets are small? 32:00 Forever renting? 35:40 Jobs revisions 37:40 S&P 500 this week 39:00 Silver and Gold 40:14 Bond market had a good week 41:15 Oil is looking interesting 43:10 Mortgage rates 44:40 Heat map 50:30 More than 500 leveraged ETFs now trade in the US 51:57 Mortgage delinquency is almost non-existent?   References: https://finance.yahoo.com/news/anthropics-ai-safety-head-just-143105033.html  Take Sonoma Wealth's Wealth Analysis right here: https://sonomawealthadvisors.com/  Video available on our YouTube Channel _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.  The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.