Oct 16, 2026 · 45 min · 29 segments
The AI spending boom is running into new financial pressure as higher interest rates, mounting debt, and questions about future demand rattle technology stocks. Meanwhile, the bond market is sending…
Paul La MonicaGuest
Luke KawaGuestMike ArmstrongHostIt's Friday, and markets are mixed, much the same way they've been the last, uh, day or so.
NASDAQ Composite down 254, so tech stocks once again leading the way down, and this has not been a recipe for success at the index level, uh, probably since, like, 2021.
Trying to think of, like, the last time that we had tech underperformance and stocks did okay in the aggregate.
I, I'd have to look at 2021 even to see what that year looked like, but, I mean, you probably gotta go back to, like, 2021 or 2019 'cause '22 was bad for everyone.
It's not that it hasn't done well, but you can't lift the index when you're a 2% weighting.
It's Friday, and markets are mixed, much the same way they've been the last, uh, day or so.
NASDAQ Composite down 254, so tech stocks once again leading the way down, and this has not been a recipe for success at the index level, uh, probably since, like, 2021.
Trying to think of, like, the last time that we had tech underperformance and stocks did okay in the aggregate.
I, I'd have to look at 2021 even to see what that year looked like, but, I mean, you probably gotta go back to, like, 2021 or 2019 'cause '22 was bad for everyone.
It's not that it hasn't done well, but you can't lift the index when you're a 2% weighting.
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