# AI Rally on the Edge? Nvidia, Oil Shock & Rising Rates Could Reshape Wall Street | Jed Ellerbroek

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-rally-on-the-edge-nvidia-oil-shock-rising-rates-could-reshape-wall-street-jed-ellerbroek
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-rally-on-the-edge-nvidia-oil-shock-rising-rates-could-reshape-wall-street-jed-ellerbroek.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-05-19T20:23:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN4269054075.mp3
Audio file: https://traffic.megaphone.fm/FPMN4269054075.mp3
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Duration seconds: 1509

## Resource

Is Wall Street heading toward another explosive bull run — or standing on the edge of a major market reset? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Jed Ellerbroek, CFA and Portfolio Manager at Argent Capital Management, to break down the biggest forces driving markets right now: surging oil prices, rising Treasury yields, inflation fears, Nvidia earnings pressure, and the future of the AI trade. 💥 Key topics include: • Is the semiconductor rally running out of steam? • Why Nvidia earnings could determine the next market move • Oil above $110 and the inflation threat investors can’t ignore • The impact of higher rates on tech, banks, and private credit • Hidden investment opportunities beyond AI • Defense stocks, aerospace plays & regional bank M&A • Why investors may be underestimating geopolitical risk • Midterm elections, Fed policy, and what Wall Street is watching now Jed also explains why companies like Meta, Microsoft, Amazon, and Google may continue investing aggressively in AI infrastructure despite market volatility — and where smart investors may want to look next. 📈 If you care about stocks, retirement, AI, macroeconomics, interest rates, or protecting your portfolio during uncertainty, this is a must-watch conversation. 📺 Watch The Money Path on Biz Talk Today TV (BTT) 📲 Download the Biz Talk Today TV app on Apple & Android devices. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or positio…

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