Warning Signs for AI Infrastructure? - In the Money

What this episode covers

We’re watching two potential catalysts this week as the Fed comes together for what could be the last meeting of Powell’s term and earnings are announced from some of the biggest names in tech and AI. Tony shares a bearish trade in semiconductor equipment and a bullish trade in energy given the spiking cost of oil and no signs of the Hormuz opening. View transcript Watch the video replay Options Disclosure Document

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Frequently Asked Questions

How long is this episode of In the Money?

This episode is 31 minutes long.

When was this In the Money episode published?

This episode was published on May 1, 2026.

What is this episode about?

We’re watching two potential catalysts this week as the Fed comes together for what could be the last meeting of Powell’s term and earnings are announced from some of the biggest names in tech and AI. Tony shares a bearish trade in semiconductor...

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