AI hardware is ripping again — but the Fed just turned up the heat.

This episode of Market Pulse dives into the market’s latest tug-of-war: chip stocks and AI infrastructure names charging higher, even as a hawkish Fed pivot threatens to cool risk appetite. Investors are chasing the next leg of the AI trade, but rates, policy expectations, and stretched positioning are starting to matter again.

Is this the start of another AI-led melt-up, or the moment the Fed finally pushes back?

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.