Is the AI Boom Running on Hype? Plus: Bank Earnings Could Change Everything | July 13, 2026

From LIVE Wall Street Beats July 13, 2026 show @10am ET The AI trade may be hitting a turning point—and this week’s bank earnings could decide what happens next. On this episode of Wall Street Beats, Ben Brey explains why the biggest risk to AI isn’t the technology—it’s the economics. As companies pour billions into AI, the real question becomes whether anyone can generate enough return to justify the spending. If the ROI doesn’t materialize, today’s hottest AI trades could face a painful reality check. Meanwhile, Charlie Peabody previews one of the most important bank earnings seasons in years. He expects blockbuster results—but warns investors may be looking at peak earnings, with slowing momentum, deposit pressures, and a shifting economy all threatening the outlook. David Maris also highlights a biotech name that’s quietly outperforming the market. He explains why Incyte has climbed despite a looming patent cliff, what Wall Street may be missing, and why its pipeline could make it one of healthcare’s most intriguing stories. If AI expectations are too high, banks are peaking, and biotech is quietly gaining momentum, where should investors be looking next? Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.