The AI Trade Is Cracking… Is the Market's Biggest Bubble About to Burst? | July 8, 2026

From LIVE Wall Street Beats July 8, 2026 show @10am ET Is the AI trade finally running out of steam? Are bank earnings about to disappoint? And is Wall Street chasing an earnings bubble instead of real growth? On this episode of Wall Street Beats, the team breaks down the growing signs that money is rotating out of AI and semiconductors, why bank earnings may look great on the surface but disappoint on guidance, and where investors should be looking instead. Charlie Peabody explains why he's becoming more defensive despite strong bank fundamentals, Kevin "Bakes" Baker reveals why he's selling winners, raising cash, and warning that semiconductors are showing signs of distribution, while Ben Brey argues today's market isn't just a stock bubble—it's an earnings bubble fueled by massive AI spending that may not be sustainable. As Wall Street braces for earnings season, the team discusses why utilities, real estate, and healthcare may be emerging as the next winners while the market's biggest trade begins to lose momentum. 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.