In this NYSE Live interview, Jess Inskip, Director of Investor Research at Stockbrokers.com, shares her perspective on the forces influencing markets, including Treasury yields, artificial intelligence, earnings season, and market participation across sectors.

Inskip begins by discussing market breadth and why she is monitoring the equal-weight S&P 500 as an indicator of underlying market strength. She explains that while much of the market's recent performance has been attributed to a relatively narrow group of technology and AI-related companies, participation across a broader range of sectors has been showing signs of improvement.

The conversation explores the concept of a "stealth correction," which Inskip uses to describe weakness that occurred beneath the surface of major indexes while a handful of high-performing stocks helped support overall market performance. She discusses why understanding sector participation can provide additional context beyond headline index levels.

A significant portion of the interview focuses on artificial intelligence and the evolution of the AI investment cycle. Inskip explains how current spending remains concentrated on infrastructure, including semiconductors, memory technologies, and data center development. She argues that future progress may increasingly depend on organizations demonstrating measurable gains in productivity, efficiency, and profitability through AI adoption.
The discussion also examines expectations for the upcoming earnings season. Inskip highlights the importance of management commentary around AI implementation, demand trends, operational improvements, and ongoing conversations surrounding AI safety and responsible deployment.

Another major theme is the influence of interest rates and Treasury yields. Inskip explains why sharp or rapid increases in yields can affect business planning, consumer behavior, borrowing costs, and overall market sentiment. She discusses how yield movements remain closely connected to broader economic and financial conditions.
Additional topics include oil prices, inflation expectations, technology sector leadership, market narratives, stablecoins, digital assets, and the interconnected relationship between capital markets and emerging technologies.
Throughout the interview, Inskip provides insights into artificial intelligence, market structure, earnings expectations, interest rates, and the broader economic themes shaping investor sentiment.

Disclaimer: Informational content only. NYSE does not endorse or recommend investments, strategies, companies, products, or services discussed.