Chipmakers Rip Higher, Interest Rate Impact on AI, Hut 8 CEO Exclusive Interview 7/21/26
About this episode
Stocks climbed on Tuesday, supported by semiconductors, as investors look past the latest developments in the Iran war to focus on corporate earnings updates.
Brian Sullivan and Kelly Evans break down the move in the chip stocks with Ohsung Kwon (Wells Fargo Chief Equity Strategist) and Tom Hulick (Strategy Asset Managers CEO) and look ahead to the busy slate of quarterly earnings scheduled for the week ahead.
Meanwhile, Innovator’s Tim Urbanowicz joins the anchors on-set to explain why he believes rising interest rates are becoming increasingly important to artificial intelligence stocks as hyperscalers shift to using debt to finance their massive ambitions.
Later on, Kelly & Brian sit down for an exclusive interview with Hut 8 CEO, Aher Genoot, to discuss his company’s latest $9.8 billion data center leasing deal.
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