How's the stock market doing, minus AI?

Segments From This Episode

• The stock market gap between AI and everything else is growing

  by Sabri Ben-Achour

  

  The S&P 500 hit a record high Tuesday. Take out the AI and tech firms, though, and things look less sunny.

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• What to watch for in next week's Q3 earnings

  by Kristin Schwab

  

  Third-quarter earnings kick off next week with major financial institutions leading the way, followed by consumer staples companies like Johnson & Johnson, Procter & Gamble and Kraft Heinz.

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• "Circular spaghetti": What the tangled AI supply chain means for regulation

  by Kai Ryssdal and Maria Hollenhorst

  

  The AI supply chain is full of mixed incentives, according to researcher David G. Widder. He’s not optimistic that the companies in charge of it will police themselves.

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• The Numbers

  by Kai Ryssdal

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• Want to know what the bond market is thinking? Check out the yield curve

  by Kai Ryssdal and Sean McHenry

  

  “A yield curve is really how the market is expecting Federal Reserve policy rates to evolve over time,” said Meghan Swiber at Bank of America Merrill Lynch.

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• Rising auto loan delinquencies reflect the K-shaped economy

  by Justin Ho

  

  An increasing number of auto loans are several months past due. That’s a sign that people who are already struggling with the higher cost of living are falling further behind.

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