by Lance Roberts
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| The AI economy looks unstoppable on the surface, but what is really happening underneath? Lance Roberts and Michael Lebowitz break down the massive surge in AI infrastructure spending, the role of hyperscaler CapEx in driving GDP growth, and whether AI is creating a stronger economy or masking deeper structural weaknesses. Here's a topical rundown of today's show: 0:00 - INTRO 0:53 - NVIDIA, AI, & Streamlining Workforce 5:41 - Market Sell Signals and Chances for Summer Correction 10:10 - Weakness in Economic Data is Transitory 14:53 - Oil Price Economic Impact - When Does it Hit? 16:36 - The AI Economy -Beyond the Hype 19:52 - How Will AI-generated Productivity Work Through Economy? 22:33 - Data Center Spending Impact on GDP Growth 26:41 - GDP per Capita per US States vs Internationals 29:40 - Every Economy Has a "K" 31:07 - What AI Can Do For You 32:33 - When Dire Predictions Don't Come True 35:52 - ...this doesn't mean we can't have a recession 37:44 - Points to Ponder from Latest NVIDIA Report 38:47 - Space-X (SPCX) IPO Preview Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "The AI Economy: Looking Beyond The Facade Part 1" https://realinvestmentadvice.com/resources/blog/the-ai-economy-looking-beyond-the-facade-part-1/ "The NVDA Earnings Report: Could It Pop The Gamma Bubble?" https://realinvestmentadvice.com/resources/blog/the-nvda-earnings-report-could-it-pop-the-gamma-bubble/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/TeIhoqBT8dg ------- Watch today's "Before the Bell" feature, "Momentum Pause Before Summer Rally?" here: ------- Watch our previous show, "Q&A Wednesday - Straight Talk About Your Money" https://youtube.com/live/ngEmjqsUFTY ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #SP500 #Investing #MarketOutlook #ArtificialIntelligence #AIeconomy #StockMarket #EconomicOutlook #TechnologyStocks |
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Rising gas prices may finally be starting to crack the consumer.
Walmart’s $WMT earnings weren’t terrible overall. Revenue came in slightly better than expected and the stock reaction was fairly muted. But the real focus was management lowering guidance and pointing directly to higher fuel costs impacting both the company and its customers.
That matters because Walmart serves the lower and middle-income consumer. If shoppers are becoming more frugal there, it’s an important signal for the broader economy.
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This is where the idea of
The Stock Market Rally: Buy Or Fade It?
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Last week, the stock market rally was one of the best performances in nearly a year. The S&P 500 surged 3.4%, the Nasdaq climbed 4.4%, and the bulls declared the correction over. As I have stated before, having watched markets for more than 35 years, I have come to recognize the difference between a relief …
4-2-26 Fed Trap? Markets Face Inflation, Oil & Treasury Sell-Off
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Markets are hitting a critical inflection point—and the stakes are rising fast.
A major policy speech from Donald Trump sparked volatility, just as markets tested a key cluster of technical resistance. Now investors are facing a bigger question: is the market environment shifting from a short-term rally to something more structural?
Lance Roberts & Michael Lebowitz break down:
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4-1-26 Wives Take Over: Money, Marriage, and Real Talk
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What happens when the wives take over the show?
For this special April Fool’s Day edition of #TheRealInvestmentShow, the tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear.
From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight.
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Plus, a hilarious (and relatable) breakdown of “Girl Math” and even “Boy Math” that might sound ridiculous… until you realize you’ve done it too.
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Since the beginning of the year, we have discussed the “reflation trade” and its impact on specific market sectors. This past weekend’s newsletter also showed some of these more extreme returns in various market sectors since the beginning of the year. To wit: “Despite what seemed like a rough week in the market, it really wasn’t as …
2-12-26 The Contrarian View on The Value Rally
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In this short video, Lance Roberts & Michael LebowitzI explain how value stocks were deeply hated just months ago. Since then, capital has rotated aggressively into defensive “value” names, pushing many to extreme overbought levels.
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Be careful chasing the crowd. Focus on where money is likely to move next.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
12-22-25 When Fed Narratives Meet Market Data
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Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story.
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#FederalReserve #MarketOutlook #EconomicData #InvestingRisk #StockMarket
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