This is how AI BREAKS the stock market! | Gina Martin Adams

Gina Martin Adams is the chief market strategist for HB Wealth. She joins Phil Rosen on Full Signal to discuss the under-appreciated risks of the $1 trillion AI capex and infrastructure buildout, stocks and bonds de-coupling, the winning and losing sectors, hidden inflation headwinds, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Stock-Bond Correlation breaking1:59 - Turning cautious on stocks4:51 - Semiconductor bubble?6:52 - Nvidia earnings9:17 - Hyperscaler spending driving inflation12:48 - AI productivity vs. inflation15:29 - How the Fed solves inflation17:12 - Mag 7 free cash flow falling20:42 - Mag 7 breaking apart22:56 - New market leadership24:49 - IPOs risk entire bull market28:32 - Investing vs. gambling30:43 - Wrong calls and finding valueDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed