Episode
Can Big Tech Keep Carrying the Market?
- Podcast
- IBKR Podcasts
- Published
- May 6, 2026
- Duration seconds
- 349
- Processing state
not_requested- Canonical source
- https://interactive-brokers-podcast.podbean.com/e/can-big-tech-keep-carrying-the-market/
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Summary
Big Tech earnings are powering markets higher, fueled by aggressive AI investment and surprisingly strong growth but are valuations starting to matter again? We break down the tension between earnings momentum and rising rate risks and what upcoming jobs data could mean for the market’s next move.