Stock Talk

Can you be right about artificial intelligence and still lose money investing in AI stocks? Absolutely, and understanding why could change how you think about investment risk.   In this episode of Stock Talk, Chris Perras of Oak Harvest Financial Group examines the risks behind AI investing, margin calls, leveraged ETFs, and crowded stock-market trades.   AI may have enormous lo...

Why can strong earnings fail to lift AI stocks—and what does it mean when other parts of the market strengthen? In this Stock Talk episode, Chris Perras examines the October 2026 market rotation discussed in the show, the economics of the AI infrastructure buildout, and why earnings expectations, borrowing costs, and free cash flow matter.   The central question: Is changing mar...

Why can AI stocks fall while earnings estimates rise? Chris Perras examines valuations, AI financing and the debate over a cycle reset or deeper trouble.

 

Why are AI stocks falling while earnings estimates for parts of the AI market rise? Is this a reset in the technology investment cycle—or a sign of deeper financing risks?   In this episode of Stock Talk, Chris Perras ...

A strong S&P 500 doesn’t tell you how every stock is doing. And strong AI demand doesn’t necessarily mean easy financing for the companies building the infrastructure.   In this episode of Stock Talk, Chris Perras of Oak Harvest Financial Group examines the evidence supporting further market gains alongside conditions that warrant closer attention: narrower stock-market part...

 

Is the AI boom becoming an AI bubble? Growing earnings tell only part of the story when spending on data centers, chips, and infrastructure puts pressure on free cash flow.   In this episode of Stock Talk, Chris compares today’s AI investment cycle with the dot-com era and examines three indicators investors can watch: earnings revisions, free cash flow, and capital spe...