Unstoppable A.I. Versus Sticky Inflation - Market Outlook (Ep. 31)
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Unstoppable A.I. Versus Sticky Inflation - Market Outlook (Ep. 31)
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Summary
The stock market this past week (Mon. May 11 – Fri. May 15, 2026) was dominated by a tug-of-war between the unstoppable AI rally and growing fears about inflation, oil prices, and higher interest rates. The stock market experienced a roller-coaster week surging to new all-time highs on Thursday, with the S&P 500 crossing 7,500 and the Dow crossing 50,000 for the first time, before everything came tumbling back down on Friday due to a severe bond market rout, surging oil prices, and renewed inflation fears. The dominant story early in the week was the artificial intelligence trade. Semiconductor and infrastructure-related names continued to scream higher dragging the major indexes higher with them...
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