Inflation, AI spending and earnings take center stage 7/14/26

Markets are balancing strong earnings expectations with rising geopolitical tensions, higher oil prices, and persistent inflation concerns. Plus, AI investment, hyperscaler spending and sector rotation continue shaping market leadership as earnings season begins. Later, investors watch Fed testimony, inflation data and corporate outlooks for clues on interest rates, consumer demand and the next move for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.