In Episode 70 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, highlighting Microsoft, Nvidia, and Anthropic’s major AI partnership, rising investment pressures across the sector, and comments from Google’s Sundar Pichai on a potential AI bubble. He also notes Jeff Bezos’s Prometheus venture, an upcoming Saudi Arabia state visit tied to a possible F-35 deal, expectations for Nvidia’s earnings, and the continued outsized influence of the Mag Seven. Lake reviews the strong one-, three-, and ten-year returns of the S&P 500 and Nasdaq, examines the stubbornly high 10-year Treasury yield and its impact on mortgages and homebuilding, and mentions Bitcoin’s recent pullback, ultimately encouraging investors to stay focused on long-term fundamentals, earnings growth, inflation trends, and key AI developments as markets continue to deliver exceptional multi-year performance.

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