# Can Big Tech Keep Carrying the Market?

An episode of [IBKR Podcasts](https://invisiblenetwork.ai/podcast/1609070179), 6 May 2026, 5:49.

Audio: https://mcdn.podbean.com/mf/web/e7q7v5htzcfu7umr/pod-20260506-scott_final_disclosures_mixdown.mp3

Big Tech earnings are powering markets higher, fueled by aggressive AI investment and surprisingly strong growth but are valuations starting to matter again? We break down the tension between earnings momentum and rising rate risks and what upcoming jobs data could mean for the market’s next move.

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