The Big Short' investor Steve Eisman says the Fed won't cut rates that much, and AI is still the biggest story in markets

Market Trends - The Federal Reserve's recent interest rate cut is expected to be short-lived, with a maximum total cut of 100 basis points anticipated [2][5] - The current round of monetary easing is not seen as a significant game-changer for investors [2] Housing Market - Lowering interest rates may stimulate some activity in the housing market, but it is unlikely to fully unlock the previously frozen market [3] AI Industry - The rise of AI is viewed as the most significant market development, driving stock movement and the broader economy [3][4] - AI hardware is highlighted as a crucial area of focus, with interest in power sources for AI firms, particularly nuclear energy [4][5]