Mad Money: Market Mechanics, AI Data Center Selloff, and Interest-Rate Risks

This episode examines how market mechanics can diverge from company fundamentals and reviews the recent selloff in AI data center stocks. It uses the 1987 crash anniversary as historical context, then outlines conditions that could affect whether the AI infrastructure group stabilizes. The program also includes caller questions, a Paychex CEO interview, and a lightning round.

■ Market mechanics and historical context
- 1987 crash anniversary and portfolio insurance
- Hedge fund liquidations and stock/index divergence

■ AI data center selloff
- CoreWeave financing concerns, memory/storage, semiconductors, and hyperscalers
- What to watch: chart action, hyperscaler earnings and capex, midterm elections, and Anthropic IPO

■ Rates and company discussions
- Interest rates, Treasury yields, and data center financing
- Paychex CEO on AI and small-business HR; caller stocks and lightning round

Designed for investors seeking a structured review of recent market action and AI infrastructure risks. It provides a checklist of technical, fundamental, political, and financing signals to monitor rather than a specific recommendation.