October 20, 2026 - The next catalyst for AI stocks might come from the oil market. Chase Taylor explains why an end to the Iran war—and the relief it could bring to energy prices, inflation and borrowing costs—could change the outlook for companies financing the AI buildout.
Flying solo, Chase lays out why AI exposure could serve as a hedge for an energy-heavy portfolio, even after he questioned the trade at higher prices. He digs into both sides of CoreWeave: debt costs that threaten shareholder returns, and customer contracts, continued demand for computing power and potential support from Nvidia that complicate the bearish case.
Plus, why weak housing activity hasn’t produced a nationwide collapse in home prices, and what a broader stock-market rally could mean for companies squeezed by expensive financing.
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