# This is how AI BREAKS the stock market! | Gina Martin Adams

Page: https://stenobird.com/podcast/full-signal-7568617/this-is-how-ai-breaks-the-stock-market-gina-martin-adams
Text version: https://stenobird.com/podcast/full-signal-7568617/this-is-how-ai-breaks-the-stock-market-gina-martin-adams.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-05-26T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/This-is-how-AI-BREAKS-the-stock-market---Gina-Martin-Adams-e3jsuua
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/120535434/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-25%2F424880076-44100-2-c71721a972a7e.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/this-is-how-ai-breaks-the-stock-market-gina-martin-adams
Duration seconds: 2094

## Resource

Gina Martin Adams is the chief market strategist for HB Wealth. She joins Phil Rosen on Full Signal to discuss the under-appreciated risks of the $1 trillion AI capex and infrastructure buildout, stocks and bonds de-coupling, the winning and losing sectors, hidden inflation headwinds, and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Stock-Bond Correlation breaking 1:59 - Turning cautious on stocks 4:51 - Semiconductor bubble? 6:52 - Nvidia earnings 9:17 - Hyperscaler spending driving inflation 12:48 - AI productivity vs. inflation 15:29 - How the Fed solves inflation 17:12 - Mag 7 free cash flow falling 20:42 - Mag 7 breaking apart 22:56 - New market leadership 24:49 - IPOs risk entire bull market 28:32 - Investing vs. gambling 30:43 - Wrong calls and finding value Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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