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EP. 3

The Great Rotation: Navigating AI Anxiety and the Dow’s Historic Highs

Unpacking the chip stock selloff, soaring oil prices, and the Q2 earnings season

Hosted by James Carter & Elena Park July 7, 2026
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About this episode

In this deep dive, we explore the recent turbulence in the stock market as artificial intelligence anxiety triggers a massive selloff in semiconductor stocks, prompting a capital rotation into value sectors that briefly pushed the Dow Jones Industrial Average to historic highs above 53,000.

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Disclaimer

This podcast is financial commentary for informational purposes only and does not constitute a recommendation to buy or sell any security. We are not a registered investment advisor. Consult a licensed financial professional before making any investment decisions.