Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

AI profits are exploding - but cracks are emerging beneath the surface of global markets. Samsung’s blockbuster earnings signal unstoppable demand for AI infrastructure, even as geopolitical risks loom. Meanwhile, private credit shows signs of strain, with Blue Owl hit by withdrawals as Goldman Sachs circles opportunity. Wall Street edges higher cautiously ahead of escalating tensions involving Iran, with markets watching Trump’s next move. In corporate action, Broadcom deepens AI partnerships while Seagate emerges as an overlooked AI play. All eyes now on whether this rally has legs - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.