AI Stocks Crack, Yields Fall, Defensives Surge; What’s Next | Cameron Dawson

<p>Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Cameron Dawson, CIO of Newedge Wealth, discusses growing risks in the stock market, weakness in AI and semiconductor stocks, rising bond yields, inflation, and the Federal Reserve&#39;s next moves.Watch Cameron&#39;s last interview with David: https://youtu.be/vQvBfmHqQ2A*This video was recorded on October 14, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CAMERON DAWSON:X (@CameronDawson): https://x.com/CameronDawsonNewEdge Wealth: https://www.newedgewealth.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.00:00 - Intro02:19 - Semiconductor Selloff05:39 - Risks to the AI Trade08:41 - Stock Market Warning Signs11:12 - Credit Market Stress14:02 - AI Demand and Chip Margins20:22 - Inflation and Fed Rate Hikes28:28 - Have Bond Yields Peaked?35:14 - What Could Break Next?#stocks #investing #economy</p>