On Valentine’s Eve, we ask the question-  how do the market really “feel” about AI?  We’re seeing signs in both columns. 
 
This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir. They look at: 
• A look at indicators the market has not yet priced in the impact AI is going to have, not just on tech, but all sectors of business. 
• And yet...the market still LOVES AI, wait until you see the lop-sided chart for US Equities vs everything else in the world. 
• And yet...we also experienced the SAAS-calypse, with major repricing of huge software stocks. 
• And yet...inflation is down, and according to the Federal government, job numbers are up. 
 
15:00 Consumer Price Index 
16:39 A surge in stock blowups and thoughts on AI 
23:15 Money is rotating to other sectors 
25:49 Why is the Mag 7 starting to lag? 
28:00 AI demand on power 
29:47 Commodities markets are small? 
32:00 Forever renting? 
35:40 Jobs revisions 
37:40 S&P 500 this week 
39:00 Silver and Gold 
40:14 Bond market had a good week 
41:15 Oil is looking interesting 
43:10 Mortgage rates 
44:40 Heat map 
50:30 More than 500 leveraged ETFs now trade in the US 
51:57 Mortgage delinquency is almost non-existent? 
 
 
References: https://finance.yahoo.com/news/anthropics-ai-safety-head-just-143105033.html 
 
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