Stocks are smashing fresh records and the AI trade is moving at warp speed, but is Wall Street completely blind to the cracks forming on Main Street? Alex Morris, CEO, F/m Investments, breaks down the massive disconnect between record-breaking market highs and historic lows in consumer sentiment. We dive into the breaking news of Anthropic’s confidential IPO filing, how SpaceX’s mega-debut could reshape the indexes. He also explains why the bond market is flashing major warning signs about a consumer credit crunch that could bring the party to a sudden halt.