S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26

Record-high markets are being driven by an AI trade broadening from chips into nuclear power deals and AI commerce agents, per multiple guest strategists.

• Record highs, AI-led: S&P 500 and Nasdaq hit fresh records as chip names (AMD, Marvell, Synopsys, Cadence, Teradyne) rose 20%+ in 20 trading days; S&P outperformed Goldman's ex-AI index by 5%.
• VanEck sees AI 2.0 bottoming: Jan Van Eck says nuclear/power-adjacent AI trades (NLR, Vistra) may have bottomed after Constellation's Google deal, while flagging DRAM/memory names as riskier commodity plays.

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