AI's Cracks Are Showing? Keith Schneider's Warning on Chips, Value Stocks & the Fed

Is Wall Street entering a new phase of the AI boom? On this episode of ⁠Keith's Corner⁠, host Todd M. Schoenberger sits down with Keith Schneider, CEO and Co-Founder of MarketGauge.com, to examine the market signals investors need to understand as earnings season reaches a critical turning point. Keith explains why semiconductor stocks have struggled despite strong earnings, arguing that the enormous cost of AI infrastructure is beginning to outpace near-term profit growth. While many investors continue chasing high-growth names, he believes value stocks have quietly become the stronger area of the market—and that shift could have major implications for portfolios. The discussion explores whether today's environment resembles the late stages of the internet boom, why utilities and other defensive sectors deserve attention, and how MarketGauge's proprietary algorithms are signaling a more cautious, risk-aware approach. Todd and Keith also examine the impact of rising energy prices, geopolitical tensions in the Middle East, and the upcoming Federal Reserve meeting. They discuss whether oil prices could reignite inflation, what investors should expect from major earnings reports—including Apple and Exxon—and how global events continue to shape financial markets. Whether you're an active trader or a long-term investor, Keith's Corner delivers practical market insight designed to help you navigate changing trends before they become consensus. 📺 Watch Keith's Corner exclusively on Biz Talk Today TV. 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 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 position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddSchoenberger #MarketGauge #Semiconductors #AI #ArtificialIntelligence #ValueStocks #GrowthStocks #FederalReserve #OilPrices #Inflation #StockMarket #Investing #Trading #TechnicalAnalysis #WallStreet #EnergyMarkets #PortfolioManagement #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.