"AI's driving our economy, but it's also going to drive a lot of nightmares" for investors, says Ben Fulton. He weighs the lingering risks massive AI spending has on the economy and why utility companies will see lasting upside potential. When it comes to the neocloud trade and negative comments on those companies from Elon Musk, Ben believes there's still room for recovery but urges a side of caution. Lasting inflationary woes in crude oil add pressure for the Fed as it readies its interest rate meeting this week.