Why the Fed is betting on AI to boost growth without inflation

One word may explain the market’s next big move: productivity.

In this episode of Stocks in Translation, Fundstrat economic strategist Hardika Singh joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss productivity in the AI era. Singh explains why the Federal Reserve is increasingly confident that AI is boosting output without stoking inflation, lifting growth expectations for 2026. The group also breaks down what productivity means for corporate profits, the labor market, and high-beta AI winners like Micron, where rapid gains come with elevated risk.

Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here.

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