On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well beyond UnitedHealth. He also discusses retail investors buying the dip, dives into earnings, and answers two mailbag questions.

00:00 - Intro

01:28 - Retail Continues To Buy Every Dip

02:30 - All is Not Well with the US Consumer

03:22 - The Weight Loss Wars

03:48 - AI Panic Expands

05:20 - Private Equity Issues Persist

06:10 - Molina's Disastrous Results

07:19 - Problems in the Software Sector Continue

09:08 - T Mobile & Verizon

09:47 - Robinhood & Coinbase

12:42 - AI Infrastructure Spending

13:38 - Mailbag: Managing a Portfolio

17:36 - Charter vs PayPal

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