The S&P 500 has hit more than two dozen record highs this year, and it’s got AI firms to thank. In fact, it’s easy to forget that a lot of other public companies are in a tough spot. In this episode, why there’s a widening bifurcation of the stock market. Plus: Rising auto loan delinquencies could be a warning sign for broader consumer strife, financial institutions kick off Q3 earnings season, and Kai explains what the yield curve tells us about the bond market. Every story has an economic angle. Want some in your inbox? <a href="https://www.marketplace.org/newsletters">Subscribe</a> to our daily or weekly newsletter. Marketplace is more than a radio show. Check out our original reporting and financial literacy content at <a href="https://www.marketplace.org/">marketplace.org</a> — and consider <a href="https://www.marketplace.org/make-a-smart-investment">making an investment</a> in our future. Read the stories in today’s episode: <ul><li><a href="https://www.marketplace.org/story/2026/10/07/as-ai-soars-other-companies-show-signs-of-struggle" class="default">The stock market gap between AI and everything else is growing</a></li><li><a href="https://www.marketplace.org/story/2026/10/07/what-q3-earnings-might-bring-next-week" class="default">What to watch for in next week's Q3 earnings</a></li><li><a href="https://www.marketplace.org/story/2026/10/07/regulating-the-tangled-ai-supply-chain" class="default">"Circular spaghetti": What the tangled AI supply chain means for regulation</a></li><li><a href="https://www.marketplace.org/story/2026/10/07/what-the-yield-curve-says-about-the-bond-market" class="default">Want to know what the bond market is thinking? Check out the yield curve</a></li><li><a href="https://www.marketplace.org/story/2026/10/07/rising-auto-loan-delinquencies-reflect-the-kshaped-economy" class="default">Rising auto loan delinquencies reflect the K-shaped economy</a></li></ul>

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