Jim Iuorio returns to Schwab Network and highlights how the FOMC is pushing back on quantitative tightening amid fears of a weakening labor market. He takes investors through what it means for future rate cuts and the markets as a whole. Jim later discusses his take on what he calls the early stages of an A.I. "bubble," but he's in the camp that the bubble can expand for years before popping. However, he warns that there could be a 30% pullback in the biggest A.I. names before then.