Stock Talk

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Oct 2026

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Chris Perras, CFA®, Capital Markets Strategist of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.

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October 23, 2026Episode 36813 min

4Q26 Stock Market - Trick or Treat? Stock Talk Update October 23, 2026

A strong S&P 500 doesn’t tell you how every stock is doing. And strong AI demand doesn’t necessarily mean easy financing for the companies building the infrastructure. In this episode of Stock Talk, Chris Perras of Oak Harvest Financial Group examines the evidence supporting further market gains alongside conditions that warrant closer attention: narrower stock-market participation, higher borrowing costs, and financing pressure affecting parts of the AI ecosystem. Chris discusses: • How corporate earnings can support the market—and why earnings growth doesn’t guarantee stock returns • What credit spreads reveal about borrowing conditions • Why the effects of higher interest rates can take time to emerge • How a strong headline index can mask weaker participation underneath • Why strong AI demand and financing stress can exist at the same time • What historical seasonal and presidential-cycle patterns can—and cannot—tell investors • The assumptions behind his S&P 500 outlook and what could weaken that view These conditions do not establish that a correction is coming. Historical patterns, market forecasts, and individual indicators cannot reliably determine what happens next. For retirees and those approaching retirement, the discussion also raises practical questions: Where will your income come from? How would a market decline affect your withdrawals? And how might those decisions affect your taxes? Subscribe to Stock Talk for market commentary and retirement-planning discussions. Interested in discussing your retirement plan with Oak Harvest Financial Group? Call the number shown in the video to schedule a conversation. CHAPTERS 00:00 A strong market—with questions underneath 01:23 Corporate earnings and the bullish case 02:59 Borrowing costs, credit spreads, and the 2018 lesson 04:46 Seasonal patterns: support, not certainty 05:47 What the headline index doesn’t show 07:27 Midterm cycles and the outlook for 2027 08:39 Market-cycle timing and earnings momentum 09:46 Strong AI demand, financing pressure 10:34 Reported profits versus cash flow 11:03 Chris’s outlook and what could change it 12:21 What this means for retirement planning DISCLOSURE This video provides general educational information and market commentary, not individualized investment, tax, or legal advice or a recommendation to buy or sell any security. Views reflect the information available when recorded and may change. Forecasts and market targets are uncertain and may not be realized. Historical patterns and past performance do not guarantee future results. Investing involves risk, including possible loss of principal. References to specific companies are for illustration and discussion, not recommendations. #StockMarket #SP500 #MarketOutlook

October 19, 2026Episode 36712 min

The AI Earnings Boom or AI Bubble? Stock Talk Update October 16, 2026

Is the AI boom becoming an AI bubble? Growing earnings tell only part of the story when spending on data centers, chips, and infrastructure puts pressure on free cash flow. In this episode of Stock Talk, Chris compares today’s AI investment cycle with the dot-com era and examines three indicators investors can watch: earnings revisions, free cash flow, and capital spending relative to customer demand. He also explores why the broader stock market could advance even if some AI companies disappoint—and what could undermine that outlook. In this episode: • How today’s major technology companies differ from speculative internet businesses in 1999 • Why AI usage, revenue, and profit are different measures • How earnings can rise while free cash flow weakens • Three indicators that may help assess the AI investment cycle • Historical midterm-election patterns and their limitations • Conditional S&P 500 scenarios for late 2026 and early 2027 • Why retirement planning should account for multiple market outcomes The S&P 500 levels discussed—8,000 by year-end 2026 and 8,500 during the first quarter of 2027—represent conditional market outlooks, not assured outcomes. Earnings disappointments, financing stress, higher real interest rates, and weaker returns on AI spending could lead to materially different results. Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Subscribe to Stock Talk and ring the notification bell for discussions of earnings, market developments, and risks that may affect retirement planning. CHAPTERS 00:00 AI earnings boom—or AI bubble? 01:24 Earnings growth and investor expectations 02:40 What the dot-com era can teach investors 03:58 AI usage, revenue, and profit 04:40 Earnings vs. free cash flow 05:54 Three indicators to watch 06:50 Midterm-election patterns and seasonality 08:21 Conditional S&P 500 outlook 08:58 What could undermine the outlook? 09:17 Why market breadth matters 09:54 The AI boom’s next test 10:44 Retirement planning beyond one prediction DISCLOSURE This content is for educational and informational purposes only and is not personalized investment, tax, or legal advice, or a recommendation to buy or sell any security. Opinions and forecasts reflect views at the time of recording and may change. Forward-looking statements and illustrative scenarios are uncertain, and actual results may differ materially. Past performance and historical market patterns do not guarantee future results. Investing involves risk, including loss of principal. Indexes are unmanaged and cannot be invested in directly. References to individual companies are for illustration and do not constitute recommendations. #AIStocks #StockMarket #StockTalk

October 9, 2026Episode 36610 min

Will Higher Interest Rates Stop the Bull Market?

Are higher interest rates a red light for stocks—or a warning that needs more context? Chris Perras examines how earnings, valuations, and market breadth can influence the stock-market outlook. In this episode of Stock Talk from Oak Harvest Financial Group, Chris reviews four pieces of the discussion: historical Fed rate-hike cycles, corporate earnings, midterm election seasonality, and the market’s recovery from its April 2025 lows. The analysis considers both potential support for stocks and material risks, including valuation pressure, narrow market leadership, and the possibility of weaker earnings or tighter credit conditions. Historical patterns do not predict what happens next. In this episode: • How stocks have behaved during selected past rate-hike cycles • Why earnings and valuations matter when interest rates rise • What midterm election patterns can—and cannot—tell investors • How concentrated leadership can make an index more vulnerable • Why Chris is watching earnings revisions, market breadth, and credit conditions • How market uncertainty connects to retirement income and withdrawals CHAPTERS 00:00 Are higher rates a red light for stocks? 00:38 Historical Fed rate hikes and stock returns 01:54 Why the reason for rising rates matters 02:22 Connecting market risk to retirement income 02:37 Earnings, estimates, and valuations 04:16 Midterm election patterns and their limitations 05:57 The market rebound and narrow leadership 07:21 Volatility around past rate-hike cycles 07:52 Weighing the four pieces of evidence 08:48 Three indicators Chris is watching 09:17 What this could mean for your retirement plan How could higher rates, weaker earnings, or a stock-market decline affect the income you are counting on? To schedule a review of your retirement plan, call Oak Harvest Financial Group at (281) 800-9127 or visit OakharvestfgFinancial Advisors and Retirement Planning in Houston | OHFG More actions. Subscribe for more discussions about markets, retirement income, taxes, and investment risk. DISCLOSURES This content is for educational and informational purposes only and is not individualized investment, tax, or legal advice, or a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Historical averages and seasonal patterns may not repeat and do not describe every period or investor’s experience. Forecasts and earnings estimates are uncertain and may change. Views reflect the discussion at the time of recording and are subject to change. Indexes are unmanaged and cannot be invested in directly. Index performance does not represent the performance of an individual investment account. #InterestRates #StockMarket #StockTalk

October 5, 2026Episode 36515 min

Higher Interest Rates: A Threat or Opportunity for Retirement?

Higher interest rates can put pressure on investment values—but they may also increase the yields available on newly purchased income-producing investments. What does that tradeoff mean for your retirement plan? In this Oak Harvest Roundtable recap, Chris Perras, Troy Sharpe, and Charles discuss how interest rates connect to retirement income, inflation, stock market valuations, and real estate. The conversation looks beyond the headlines to explore why higher rates don’t affect every investment—or every retiree—the same way. In this episode: • Who influences short-term and long-term interest rates • Why higher rates can create both challenges and potential income opportunities • How inflation affects retirement spending and purchasing power • Why earnings growth matters alongside interest rates • How P/E ratios help explain stock market valuations • How mortgage rates can affect real estate buyers and owners • Differences between publicly traded REITs and private real estate investments • Historical observations about Federal Reserve rate hikes and stock market cycles Watch the full Oak Harvest Roundtable discussion: https://youtube.com/live/lymiUwb02HU?feature=share Learn more about Oak Harvest Financial Group: https://oakharvestfg.com/ Subscribe for more conversations about retirement planning, investing, and retirement income. Which part of higher interest rates concerns you most: investment values, income, inflation, or real estate? Share your thoughts in the comments. CHAPTERS 00:00 Higher Interest Rates and Your Retirement 01:25 Who Controls Interest Rates? 02:59 Higher Rates: Challenges and Potential Opportunities 04:23 Inflation and Retirement Spending 07:24 How Interest Rates Affect Stock Valuations 09:28 P/E Ratios and Earnings Explained 10:00 Treasury Yields and Market Reactions 11:08 Mortgage Rates and Real Estate Values 12:18 REITs and Private Real Estate Investments 13:06 Fed Rate Hikes and Stock Market Cycles This video is for educational and informational purposes only and is not individualized investment, tax, or legal advice, or a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal. Higher available yields do not eliminate market, credit, inflation, or liquidity risks. Historical examples do not guarantee future results. Opinions and market figures reflect the discussion’s recording period and may change. Consult qualified professionals about your individual circumstances. #RetirementPlanning #InterestRates #OakHarvest

September 28, 2026Episode 3648 min

Higher Interest Rates: Headwind, Roadblock – or Opportunity?

Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan? In this episode of Stock Talk, Chris Perras explains how higher rates may affect bonds, stock valuations, real estate, annuities, and retirement income planning. He also looks at a key question for retirees: if stocks decline while you’re taking withdrawals, how might your cash and short term bond holdings affect the decisions you face? Chris covers three questions to discuss when reviewing a retirement plan: Has the income available from bonds and cash changed your investment tradeoffs? Does your current stock and bond allocation still fit your goals and risk tolerance? How would your withdrawal plan work during a substantial stock market decline? Watch the Oak Harvest interest rate roundtable with Troy, Charles, and Chris: https://www.youtube.com/live/lymiUwb02HU?si=RlS1eILCqIZqtJjI Schedule a retirement plan review with Oak Harvest Financial Group: https://oakharvestfg.com/contact-2/ Chapters 00:00 How higher rates can hurt and help investors 00:53 Are higher rates a retirement threat or opportunity? 01:01 What drives the 10 year Treasury yield? 01:48 Why existing bond prices can fall 02:03 How new bond income can change 02:23 Interest rates and stock valuations 02:48 The late 1990s comparison 03:12 Could AI productivity support earnings? 04:12 Comparing Treasury yields and stock earnings 05:08 Real estate, commodities, and currencies 05:47 Annuities and income tradeoffs 06:13 Three questions for retirees 06:33 Preparing for withdrawals during a market decline 06:47 The higher rate paradox 07:15 When to review your retirement plan Educational information only. This video is not individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Bond prices generally fall when market interest rates rise; individual results depend on the investment and whether it is sold before maturity. Annuity features, costs, and guarantees vary by contract, and guarantees depend on the issuing insurer’s claims paying ability. Past performance does not predict future results. Consult appropriate professionals about your circumstances. #RetirementPlanning #InterestRates #StockTalk

September 14, 2026Episode 36316 min

Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026

The AI boom keeps getting compared to the dot-com bubble. But what if the comparison is right—and the timing is wrong? A Bespoke Investment Group chart compares the Nasdaq after the launch of Netscape in 1994 with the Nasdaq after the launch of ChatGPT in 2022. At a comparable point in the two cycles, today lines up closer to September 1998 than the March 2000 dot-com peak. That doesn’t mean history will repeat. Historical comparisons aren’t forecasts. But it raises an important question: What evidence would tell us this AI cycle is nearing the end—and what evidence would suggest it may still be developing? In this episode of Stock Talk, we examine four major pieces of the argument: The historical Netscape-versus-ChatGPT market comparison, the spread of AI adoption and productivity, corporate earnings momentum, and today’s valuation and interest-rate risks. We also look at the massive increase in data-center construction, the difference between FOMO and what Ed Yardeni calls “Fabulous Earnings Momentum,” and evidence that market leadership has broadened beyond the Magnificent Seven. The goal isn’t to predict where stocks go next. It’s to ask a better question about where we may be in this technology and market cycle—and what evidence investors should watch from here. If you enjoy market analysis that looks at both the opportunity and the risk, subscribe to the channel and turn on notifications for future episodes of Stock Talk. If you’re approaching retirement and want to understand how markets, income needs, taxes, Social Security, withdrawal decisions, and risk fit into your personal retirement strategy, contact Oak Harvest Financial Group to start a conversation about your retirement plan. Important Disclosure: This content is for general informational and educational purposes only. It is not individualized investment advice or a recommendation to buy or sell any security or pursue any investment strategy. Investing involves risk, including possible loss of principal. Historical performance and historical comparisons do not guarantee or predict future results. Estimates and market data discussed in this video may change. YouTube Chapters These timestamps follow the actual uploaded cut. 00:00 AI vs. the Dot-Com Bubble 00:18 What If We’re Comparing It to the Wrong Year? 01:03 Four Tests for the AI Boom 01:33 The Netscape vs. ChatGPT Nasdaq Chart 02:45 Why the September 1998 Comparison Matters 03:07 Subscribe to Stock Talk 03:17 What Happened After 1998? 04:05 AI’s Real Economic Test: Productivity 04:52 AI Adoption Is Surging 05:47 The Data-Center Construction Boom 07:25 FOMO vs. Fabulous Earnings Momentum 08:07 What Earnings Are Telling Us 09:25 The Biggest Problem: Valuation 09:51 Stocks vs. 10-Year Treasury Yields 11:03 Is the Rally Broader Than AI? 11:47 The “Impressive 493” vs. Magnificent Seven 12:30 So Is This Another Dot-Com Bubble? 13:10 The Four Tests That Matter From Here 14:00 The Real Lesson From 1998 vs. 2000 14:36 The One Question Investors Should Ask 15:03 What This Means for Your Retirement

September 4, 2026Episode 36215 min

Dotcom Bubble vs. AI Investment: Could the Federal Reserve “Family Fight” End Today’s Enthusiasm?

What if artificial intelligence changes the world—but some of today’s leading AI stocks still turn out to be the wrong investments at the wrong prices? In this episode of Stock Talk, Chris Perras looks back at the Dotcom era to explore an important distinction for investors: a technology can transform the economy without every stock connected to that technology delivering great investment returns. The Internet didn’t fail after the Dotcom crash. It went on to reshape commerce, communication, advertising and entertainment. But many technology investors still suffered enormous losses as valuations changed, interest rates rose and market leadership shifted. Could something similar happen during the AI boom? Rather than trying to predict an AI crash, Chris focuses on three signals that may help investors recognize whether market leadership is beginning to change: • STOCKS — Is technology continuing to dominate, or is leadership spreading into financials, industrials, energy, materials and international markets? • INTEREST RATES — What are the Federal Reserve, the 2-Year Treasury and the 10-Year Treasury telling us about the cost of money? • THE U.S. DOLLAR — Is the dollar strengthening and tightening global financial conditions, or weakening as commodities and international markets gain strength? Chris also explores a fascinating possibility: the massive infrastructure required to build artificial intelligence may eventually benefit businesses far outside traditional technology. AI data centers require electricity, copper, steel, cooling systems, transformers, natural gas, nuclear power, grid equipment and other physical infrastructure. Could the AI boom itself help create the next generation of market leaders? History doesn’t tell us exactly what happens next. But it can help investors recognize the conditions that have accompanied major changes in market leadership before. The important question may not be whether AI succeeds. It may be whether today’s investors are paying the right price for that future. If changing interest rates, inflation, market leadership or a different investment cycle has you wondering how your retirement plan could be affected, contact Oak Harvest Financial Group to schedule a conversation about your financial plan. Subscribe to Stock Talk for more conversations connecting market history with what’s happening in the economy and financial markets today. This material is for general education and information only. It isn’t individualized investment, tax or legal advice. Any mention of stocks, sectors, commodities or asset classes is for discussion only and shouldn’t be seen as a recommendation to buy or sell any investment. Investing involves risk, including the possible loss of principal. Past performance doesn’t guarantee future results. Advisory services are offered through Oak Harvest Investment Services, LLC, an SEC-registered investment adviser. SEC registration doesn’t mean the SEC or any other regulator endorses the firm, and it doesn’t mean a certain level of skill or training. #ArtificialIntelligence #StockMarket #Investing #AIStocks #MarketOutlook Chapters: 0:00 AI Can Win While AI Stocks Lose 1:44 Is AI a Bubble—or the Wrong Question? 2:44 What the Dotcom Era Can Teach Us 4:59 Signal #1: Watch Market Leadership 6:30 Could AI Create the Next Hard-Asset Boom? 7:13 Signal #2: Watch Interest Rates 9:09 Signal #3: Watch the U.S. Dollar 10:57 How Similar Is Today to the Dotcom Era? 12:06 The Biggest Lesson From the Dotcom Crash 12:58 Three Signals Investors Should Watch Now

September 4, 2026Episode 36118 min

Living in a Material World: After AI (Dot-Com), What Might Be Next? Stock Talk Update August 28, 2026

Artificial intelligence may be the biggest technology story in the market — but the next major investment opportunity connected to AI may not be another AI stock. As companies like Microsoft, Amazon, Google and Meta spend hundreds of billions of dollars building AI infrastructure and data centers, they're also creating enormous demand for something much more physical: electricity, copper, steel, transformers, natural gas, uranium, electrical equipment and the infrastructure needed to connect it all. So what happens if the AI boom eventually creates a materials boom? In this episode of Stock Talk, we look back at what happened after technology stopped dominating the market around the dot-com era and examine whether investors could be seeing the early stages of another major shift in market leadership. After the Nasdaq peaked in 2000, some of the strongest investments of the following years weren't technology companies. Copper, gold, mining companies, materials and commodity-producing countries experienced enormous gains as China's rapid industrialization created a massive new source of global demand. Today's situation is different — but there may be an important similarity. AI data centers require enormous amounts of electricity. That means additional power generation, transmission lines, transformers, copper, steel and other physical infrastructure. According to the International Energy Agency, global data-center electricity consumption was approximately 415 terawatt-hours in 2024 and could reach roughly 945 terawatt-hours by 2030 under its Base Case. In this video, we explore: Why market leadership changed dramatically after the dot-com boom What created the commodity supercycle of the 2000s Why copper prices rose dramatically during that period How AI data centers are changing global electricity demand Why copper, power infrastructure, uranium, natural gas and electrical equipment could become increasingly important Why materials have historically underperformed the broader market for years What the XLB Materials ETF may be telling investors How limited mining investment could affect future commodity supply Why AI could eventually become as much an infrastructure story as a technology story What investors should watch for if market leadership begins to change The important takeaway isn't that technology stocks have to collapse or that commodities are guaranteed to enter another supercycle. It's that market leadership changes. The companies and sectors that dominated one investment cycle don't necessarily dominate the next. And if artificial intelligence continues growing, the next major investment story may not simply be the companies building AI. It may be the companies supplying the materials, electricity and infrastructure required to build the AI economy. If you're approaching retirement or you're already retired and you'd like someone to review your investments, income needs, risk, and how those pieces fit together with your retirement strategy, contact Oak Harvest Financial Group. There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect And if you enjoy videos that make markets, investing, and retirement easier to understand, subscribe to the channel: https://www.youtube.com/@OakHarvestStockTalk?sub_confirmation=1 This content is for educational and informational purposes only and should not be considered individualized investment, tax or financial advice. Investing involves risk, including the possible loss of principal.

August 24, 2026Episode 36015 min

Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026

The S&P 500 has climbed sharply since the market lows of April 2025—but something unusual has happened at the same time: interest rates have also moved higher. So why haven't higher rates stopped the stock market? In this episode of Stock Talk, we break down the tug-of-war between corporate earnings and interest rates and explain why earnings growth has been powerful enough, so far, to overcome the pressure of higher Treasury yields. We also look at what could happen next. Using S&P 500 earnings estimates and different P/E assumptions, we'll walk through several illustrative scenarios for 2027—including what could potentially support an S&P 500 around 8,500, what could bring it closer to 7,200, and how a combination of falling earnings estimates and higher interest rates could create a much more difficult 6,500 scenario. In this video you'll learn: ✔ Why stocks and interest rates have both been rising ✔ Why earnings have been such an important driver of the market ✔ How higher Treasury yields can pressure stock valuations ✔ Why the S&P 500 can rise even while its P/E ratio falls ✔ How earnings and P/E multiples work together to determine market valuations ✔ What could support an S&P 500 around 8,500 ✔ What could push valuations toward 7,200 or lower ✔ The two numbers investors should be watching through 2026 and into 2027 The key isn't trying to predict exactly where the market will go. It's understanding what's driving it. If you're approaching retirement or you're already retired and you'd like someone to review your investments, income needs, risk, and how those pieces fit together with your retirement strategy, contact Oak Harvest Financial Group. There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect And if you enjoy videos that make markets, investing, and retirement easier to understand, subscribe to the channel: https://www.youtube.com/@OakHarvestStockTalk?sub_confirmation=1 Sources discussed: FactSet Earnings Insight S&P 500 earnings estimates 10-Year U.S. Treasury Yield Important Disclosure: This content is for educational and informational purposes only and isn't intended as individualized investment advice. Market scenarios discussed are illustrative and aren't predictions or guarantees of future results. Investing involves risk, including the possible loss of principal. 00:00 Something Strange Is Happening in the Stock Market 01:10 Earnings vs. Interest Rates: The Tug-of-War 02:08 Point 1: Earnings Are Winning 03:21 Where Earnings Could Go Next 04:51 Why Hasn't the Market Gone Even Higher? 05:00 Point 2: Interest Rates Are Fighting Back 05:38 How Stocks Can Rise While the P/E Falls 06:24 Why the 10-Year Treasury Matters 07:31 What Happens Next? 08:23 The Bull Case: S&P 500 Around 8,500 09:11 The Higher-Rate Case: Around 7,200 10:12 The Bear Case: Around 6,500 11:07 The Two Numbers Investors Should Watch 12:05 The Number That Explains This Market 13:00 The Biggest Risk to Stocks 13:38 What This Means for Your Retirement

August 14, 2026Episode 35916 min

Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026

Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift in global currency conditions are creating a market setup investors should be watching closely. In this video, we examine the growing comparison between today’s AI-driven market and the final stages of the dot-com boom. The comparison became even more interesting after the United States and Japan stepped in to support the Japanese yen—an unusual development that raises an important question: could changing global financial conditions provide another source of liquidity at the same time earnings and AI investment remain strong? That doesn’t mean 2026 has to repeat 1999. Today’s largest AI companies are generating substantial revenue, profits, margins, and cash flow. But history shows that strong businesses, strong earnings, improving liquidity, and increasing investor enthusiasm can sometimes combine to produce powerful—and increasingly speculative—late-cycle markets. In this video, we break down: ✔ Why the 1999 dot-com comparison is becoming more interesting ✔ What strong corporate earnings are telling us about the market ✔ Why semiconductor earnings remain critical to the AI investment cycle ✔ How massive AI infrastructure spending could affect future returns ✔ Why the U.S.-Japan yen intervention matters ✔ What happened during the Y2K liquidity window in 1999 ✔ How interest rates and inflation expectations affect stock valuations ✔ Why liquidity could become an important market driver ✔ Four indicators investors should be watching from here ✔ What this environment could mean for retirees and people approaching retirement The goal isn’t to predict exactly what the market will do next. Instead, we believe investors should focus on the forces underneath the market: earnings, interest rates, AI investment, liquidity, and the dollar—and make investment decisions within the context of their own financial plan, income needs, time horizon, and ability to tolerate risk. If you’re retired or getting close to retirement and would like a second opinion on your investment and retirement plan, use the link below to schedule a free consultation with Oak Harvest Financial Group. There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect 00:00 Is the AI Boom Starting to Look Like 1999? 00:42 The New Yen Intervention Signal 01:26 This Is Bigger Than AI 02:20 The Market Framework We’ve Been Using 03:10 What We Expected for the Second Half of 2026 03:52 Earnings Are Still the Engine 05:21 Are Stocks Too Expensive? 06:49 AI’s Massive Physical Buildout 07:45 The Biggest AI Spending Risk 09:02 Why Liquidity Changes the Story 09:23 What Happened in 1999 10:25 The 2026 Yen Intervention 11:12 The Interest-Rate Risk 11:58 The Real Question Investors Should Ask 12:18 What 1999 Can—and Can’t—Tell Us 13:23 Confidence and Caution 14:16 Four Things to Watch Now 15:34 Free Retirement Plan Consultation #StockMarket #ArtificialIntelligence #RetirementPlanning

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