AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors?

Anthropic's bombshell disclosure that its Claude AI was used for weapons research, spying, and cyberattacks sent AI-related stocks tumbling this week, raising fresh questions about the sector's regulatory future. We will dig into whether this is a buying opportunity in a dip or a signal that AI's risk premium is finally being priced in.
Also in this podcast: MRNA - Moderna Inc., PEP - PepsiCo Inc., MGA - Magna International Inc, AMD - Advanced Micro Devices Inc., CLS- Celestica Inc., SCHX - Schwab U.S. Large-Cap ETF; also, Luke's MARKET WRAP UP, and his topic talking points: "Institutional Investor Rotation" and “Wages and Inflation”.
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