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How's the stock market doing, minus AI?

The S&P 500 has hit more than two dozen record highs this year, and it’s got AI firms to thank. In fact, it’s easy to forget…

0:00 25:26

Episode Summary

The S&P 500 has hit more than two dozen record highs this year, and it’s got AI firms to thank. In fact, it’s easy to forget that a lot of other public companies are in a tough spot. In this episode, why there’s a widening bifurcation of the stock market. Plus: Rising auto loan delinquencies…

Published October 7, 2026 · 25:26