US financials under pressure and tech stocks ...

Hyperscaler investment in AI infrastructure has reached unprecedented levels, with capital expenditure figures now dwarfing even those of the global oil and gas industry. As spending surges and supply tightness persists, investors are wondering how sustainable this boom is, and w ...  Show more

Markets stumbled after a newspaper report suggested that OpenAI's annualised revenues could fall well short of previous expectations. Overnight, however, sentiment improved as doubts emerged over the accuracy of the report. Meanwhile, a stronger-than-expected 30-year US Treasury ...  Show more

David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? T ...

Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01) Show Notes Super Micro Computer down 25%, giving up its entire AI rally Incumbent party loses three-str ...  Show more

Asian stocks struggled for direction at the open after US markets had a volatile session amid speculation about the future of Federal Reserve Chair Jerome Powell. In tariff news, President Trump dialed down his confrontational tone with China in an effort to secure a summit with ...  Show more

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more