AI Stocks CRASH—Is Wall Street Next? Wayve Capital Warns of Bigger Risks

AI stocks are plunging. Semiconductor investors are rattled. Bank of America is facing tough questions. And Wall Street is confronting a critical question: Is this a buying opportunity—or the beginning of something much bigger?On this special Thursday edition of Wayve Wire, host Todd M. Schoenberger, President and CEO of CrossCheck Media Inc., welcomes two veteran Wall Street executives from Philadelphia-based Wayve Capital:Joe Besecker — Chief Executive OfficerRhys Williams — Chief Investment OfficerWith semiconductor stocks under intense selling pressure and fresh inflation concerns complicating the Federal Reserve's outlook, the discussion tackles some of the biggest risks—and potential opportunities—facing investors.INSIDE THIS EPISODE:THE AI BLOODBATH: IS IT TIME TO BUY?As semiconductor shares tumble and South Korea's KOSPI suffers a sharp decline, Rhys Williams argues that the selloff may be overdone. Demand for data centers remains strong, and he believes AI could continue dominating investment trends into 2027.Joe Besecker examines whether investors should begin selectively buying beaten-down semiconductor stocks or ETFs such as SMH.BANK OF AMERICA: A WARNING FOR WALL STREETJoe delivers a pointed critique of Bank of America's management and balance-sheet decisions, raising concerns about unrealized losses on low-yielding securities and the bank's competitive position.Could those vulnerabilities become a broader market problem? Joe explains why he believes investors should pay close attention—while emphasizing that his research is still ongoing.AI DEBT AND PRIVATE CREDIT: WHO HOLDS THE RISK?With enormous amounts of capital flowing into AI infrastructure, Rhys examines how speculative technology companies are financing expansion through private-credit markets.The discussion explores firms such as Blue Owl, the risks of illiquid investments and why a sharp reversal in AI spending could ripple through the financial system.INFLATION, INTEREST RATES AND RECESSION RISKWith CPI and PPI readings fueling concerns about another Federal Reserve rate hike, Rhys considers what could happen if AI investment slows dramatically.His warning: A collapse in AI investment could have serious consequences for the broader economy.OIL, IRAN AND THE ENERGY TRADEThe conversation turns to rising oil prices, geopolitical uncertainty and whether energy stocks remain an effective hedge.Rhys also explains why refiners—not just crude-oil producers—deserve attention as petroleum-pr