The hottest trade on Wall Street may not be Nvidia or SpaceX - it may be fear itself. Hosted by Michelle Martin, this episode explores why record trading volumes in semiconductor ETFs are signaling rising uncertainty beneath the AI boom. We examine SpaceX's massive compute deal with Alphabet. We also ask whether Alibaba is becoming the contrarian AI play. Meanwhile, has gold's spectacular rally run too far?  From AI infrastructure and Chinese tech to gold, dividends and market volatility, this episode explores where smart money may be looking next as investing enters a more selective phase.See omnystudio.com/listener for privacy information.

The hottest trade on Wall Street may not be Nvidia or SpaceX - it may be fear itself. Hosted by Michelle Martin, this episode explores why record trading volumes in semiconductor ETFs are signaling rising uncertainty beneath the AI boom. We examine SpaceX's massive compute deal with Alphabet. We also ask whether Alibaba is becoming the contrarian AI play. Meanwhile, has gold's spectacular rally run too far?&nbsp; From AI infrastructure and Chinese tech to gold, dividends and market volatility, this episode explores where smart money may be looking next as investing enters a more selective phase.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Market View with Michelle Martin: When Fear Trades Bigger Than AI