Fresh Record Highs for Stocks on AI Frenzy
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🎙️ Bulls vs Bears Podcast EP121: Fresh Record Highs for Stocks on AI Frenzywith Jonathan Tacadena & Mark Gardner from MPC Markets
In this episode of Bulls vs Bears, Jonathan Tacadena (JT) and Mark Gardner (MG) break down the explosive market action as global stocks hit fresh record highs, fuelled by the unrelenting AI frenzy.
From Nvidia and the Magnificent 7 dominating the US market heatmap to strong moves in Apple, Broadcom, and other tech giants — the bulls are charging. We also dissect the ASX heatmap, where miners and select stocks are holding their own amid the global rally.
What we cover in EP121:
- US & Australian market heatmaps – who’s winning and who’s lagging in the AI-driven rally
- Inflation update: US PCE jumps to 3.8% headline / 3.3% core in April — what does it mean for the Fed?
- Global indices snapshot – ASX200, Nikkei, Hang Seng, Dow, S&P 500, Nasdaq & Russell 2000 performance (daily & 5-day)
- Commodities check: Gold, Silver, Crude oil plunge, Iron ore, Bitcoin, and more
- Explosive growth in Australian ETFs – record FUM and cumulative YTD net flows hitting $20.7b
- US equity flows – what the big money is doing behind the scenes
- Volatility & market sentiment – Fear & Greed Index at 60 (Greed) + scorecard update
- Global economic calendar – key events & earnings for 1–6 June 2026 (Non-Farm Payrolls, GDP, tech earnings & more)
Plus the usual no-holds-barred debate between the Bulls and Bears — who came out on top this week?
📺 Watch now and decide: Are we in a sustainable AI supercycle or is this the top of the frenzy?
🎧 Listen on your favourite platform:→ Apple Podcasts | YouTube | Spotify→ Follow @mpcmarkets