On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. Steve breaks down rising inflation concerns, the growing risks in private credit, and key earnings reactions from companies including Cisco, Coinbase, Toast, Block, Expedia, Trade Desk and CoreWeave. Learn more about your ad choices. Visit megaphone.fm/adchoices