What's Working in the 2026 Stock Market: Autumn Update

Two things have worked in the 2026 stock market. US chip makers are up 45% on the AI boom, and the war with Iran has pushed US energy companies up by more than half. But in October oil stayed high while the chip makers fell 14% in a single month. So what is working beyond oil and AI, is anything still cheap, and what could go wrong now that the big AI spenders are starting to look more like utilities? In this video we look at the year so far and the risks ahead, and I end with three checks for your own portfolio.

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CHAPTERS
00:00 Introduction
00:39 Iran War and Oil Shock
01:29 Inflation Rates and Markets
02:21 Winners by Region and Sector
05:52 Beyond Oil and AI Plays
08:48 Are Stocks Expensive
09:43 Risk One AI Debt Bubble
12:14 Risk Two Oil Scenarios
13:18 Tilts Bonds and 3 Checks
14:24 Portfolio Checklist Wrap Up

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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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