One of the busiest market weeks of the year is arriving with a Fed meeting, major inflation data, and huge tech earnings all landing as investors question whether the AI trade can keep carrying stocks.

Chuck Zodda and Mike Armstrong break down the packed economic calendar, the latest pause in U.S. and Iran hostilities, and why oil markets remain vulnerable despite crude prices pulling back. They also discuss China’s surging memory chip maker CXMT and the pressure it could put on semiconductor profits, why investors are rotating out of chip stocks and into software, and how Nvidia’s reported financing backstop for OpenAI raises new concerns about circular funding inside the AI boom. Plus, they explain the return of single-stock futures and why more leverage could create new risks for retail traders.