The Russel is up nearly 19% this year, but the Magnificent 7 as a group have barely gained 1%. Is the era of mega-cap dominance officially over, or are we just witnessing a healthy broadening of the AI trade?
In today's episode, we sit down with Brad Olesen, Chief Content Officer at Benzinga, to break down the massive shifts happening beneath the surface of the US stock market. We discuss the trillion-dollar "Capex arms race" happening among the hyperscalers and why companies like Amazon and Meta are spending billions to build their ultimate defensive moats.
We also tackle the ultimate question: Are we in an AI bubble? With memory stocks up over 160% this year, Brad shares his framework for identifying true market bubbles and explains where the smart money is rotating next.
About our guest: Brad Olesen is the Chief Content Officer at Benzinga, a financial media and global Fintech data platform. With over 20 years of experience in investing, trading, and financial media, Brad has previously worked with major brands like Bloomberg and Seeking Alpha, and specializes in providing investors with the data they need to make smarter market decisions.
Connect with Brad Olesen: https://www.linkedin.com/in/bradolesen/
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