US Markets Wrap

US Markets Wrap

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Latest Episode

US Markets Wrap: AI names & Q3 GDP outperform; high hopes for 'Santa Claus rally'

Fabien Yip, Market Analyst, IG, discusses the AI rally, Q3 GDP outperforming expectations; the current Fed policy trajectory for 2026; a sliding greenback; and a stellar run for precious metals gold and silver. Produced/Presented: Emaad AkhtarSee omnystudio.com/listener for priva ...  Show more

All Episodes

US Markets Wrap: AI names & Q3 GDP outperform; high hopes for 'Santa Claus rally'

Fabien Yip, Market Analyst, IG, discusses the AI rally, Q3 GDP outperforming expectations; the current Fed policy trajectory for 2026; a sliding greenback; and a stellar run for precious metals gold and silver. Produced/Presented: Emaad AkhtarSee omnystudio.com/listener for priva ...  Show more

US Markets Wrap: Tech Leads, Valuations Stretch, What’s Next for Markets

U.S. markets climb into a shortened holiday week, led by gains in artificial intelligence stocks like Nvidia, Micron, and Oracle. David Abella, Director of Investments at GoalVest, explains why strong earnings have kept markets resilient in 2025 despite rich valuations, where tec ...  Show more

US Markets Wrap: The Global Rate Dance - Inflation, Tech, and Central Bank Moves

From Micron’s AI-fueled rally to a surprising CPI reading, markets are recalibrating ahead of 2026. Kyle Rodda, Senior Financial Market Analyst, capital.com discuss the implications for U.S. interest rates, corporate earnings in a challenging consumer landscape, and the evolving ...  Show more

US Markets Wrap: AI Shakeout - Oracle Sparks Tech Sell-Off

Stocks fell sharply on Wednesday as investors rotated out of high-flying AI names, triggered by a report that Oracle’s primary investor pulled out of its $10 billion Michigan data center project. Frank Cappelleri, Founder and President, CappThesis weighs in on the tech sell-off, ...  Show more

US Markets Wrap: Markets rethink the AI Trade, time to rotate?

Steve Sosnick, Chief Strategist, Interactive Brokers discusses how markets are repricing expectations around the AI trade, as the AI-related names continue to see weakness on the back of Oracle and Broadcom falling short of lofty expectations. He shares if it is now time to rotat ...  Show more