# Can Big Tech Keep Carrying the Market?

Page: https://stenobird.com/podcast/ibkr-podcasts-5831457/can-big-tech-keep-carrying-the-market
Text version: https://stenobird.com/podcast/ibkr-podcasts-5831457/can-big-tech-keep-carrying-the-market.md
Podcast: [IBKR Podcasts](https://stenobird.com/podcast/ibkr-podcasts-5831457)
Published: 2026-05-06T16:56:49+00:00
Episode link: https://interactive-brokers-podcast.podbean.com/e/can-big-tech-keep-carrying-the-market/
Audio file: https://mcdn.podbean.com/mf/web/e7q7v5htzcfu7umr/pod-20260506-scott_final_disclosures_mixdown.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ibkr-podcasts-5831457/episodes/can-big-tech-keep-carrying-the-market
Duration seconds: 349

## Resource

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.

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## Transcript

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