Tech stocks rally on AI boom even as yields r...

Send us Fan MailUS equities hit fresh record highs despite rising bond yields and high oil prices. US dollar remains in demand ahead of the September Fed meeting minutes. Euro struggles amid political uncertainty; focus remains on elevated bold yields. Gold steadies near $4,134, ...  Show more

Send us Fan MailDollar rises as ISM service prices keep Fed hike expectations firm. Euro extends fall amid intensified French fiscal concerns. Nasdaq climbs to new record high amid AI optimism. Gold remains range-bound despite elevated yields and strong dollar.Risk Warning: Our s ...  Show more

US stocks open higher as the AI trade reignites on record results from Taiwan Semiconductor (TSM), which posted record quarterly profit and raised its 2025 outlook for the second time this year. The chipmaker expects mid-30% revenue growth next year and plans to expand production ...  Show more

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correc ...

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Markets hit new highs; Markets anticipate inflation data; Corning pops on AI strength; TSA screens record number passengers.