Oil Risks, Fed Pressure and the Market’s AI Hangover

Markets are trying to recover from Friday’s tech sell-off, but investors are still facing a difficult mix of sticky inflation, stronger job growth, renewed Middle East tensions, and questions about how far the AI trade can run.Chuck Zodda and Mike Armstrong break down why this week’s inflation report could matter more than usual, how the latest Israel-Iran flare-up is keeping pressure on oil supplies, and why depleted U.S. crude inventories may become a bigger problem later this summer. They also discuss whether Friday’s market rout was really about the jobs report or overheated semiconductor stocks, why Kevin Warsh faces a credibility test as the new Fed chair, and how the Strait of Hormuz crisis could reshape oil markets even after shipping resumes.