EPISODE · Jun 26, 2026 · 5 MIN
The Shovel Gets Pricier on Wall Street
from The Market Screener · host Marketscreener
The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast briefly lifted the mood, but renewed pressure on chip stocks, Apple's price increases, and doubts around OpenAI's IPO plans have revived concerns that the AI trade may be running ahead of reality. At the same time, fresh tension around Iran is adding another layer of risk, even as falling oil prices suggest markets are still more focused on supply flows than geopolitical headlines.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
What this episode covers
The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast briefly lifted the mood, but renewed pressure on chip stocks, Apple's price increases, and doubts around OpenAI's IPO plans have revived concerns that the AI trade may be running ahead of reality. At the same time, fresh tension around Iran is adding another layer of risk, even as falling oil prices suggest markets are still more focused on supply flows than geopolitical headlines. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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The Shovel Gets Pricier on Wall Street
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