

US Markets Wrap: Chips Power the Rebound, AI Optimism Lifts Wall Street
U.S. stocks rebounded after two straight losing sessions, with chipmakers and banks leading the charge. The Dow jumped nearly 300 points, while the S&P 500 and Nasdaq both edged higher, though all three benchmarks finished off their intraday highs. Semiconductor stocks surged after Taiwan Semicondu…

US Markets Wrap: Tech Slumps, Mega-Caps, and Where Risk Is Really Flowing
Stocks slipped for a second straight session as tech and chip stocks pulled back, with Nvidia and Broadcom leading the declines amid Chinese trade restrictions. Despite headline weakness in the S&P 500 and Nasdaq, smaller-cap and commodity-linked assets continue to show strength. Steve Sosnick, Chi…

US Markets Wrap: Good Data, Bad Tape - Banks Slide as Policy Noise Rattles Markets”
Markets slipped from record highs as investors sold banks despite JPMorgan’s earnings beat, highlighting growing unease over policy risk and valuation. This episode unpacks why strong results weren’t enough to lift financials, how President Trump’s proposed credit-card rate caps and other intervent…

US Markets Wrap: Markets Make New Highs as Politics, Profits and the Fed Collide
US stocks pushed to fresh record highs, shaking off political noise around a DOJ probe into Fed Chair Jerome Powell, but the tension is far from over. Christine Short, Head of Research, TMX Datalinx discusses what strong Q4 earnings momentum means for 2026, and why President Trump’s renewed push to…

US Markets Wrap: Rotation & Rates - What’s Next for the Market?
Markets are shifting as investors rotate out of tech and into other sectors. Ben Emons, Chief Investment Officer at FedWatch Advisors, shares what's driving about rate expectations, the impact of oil prices on inflation, and what upcoming jobs data could signal for investors.

US Markets Wrap: Gunboat Diplomacy Meets Market Complacency
U.S. markets slipped from fresh all-time highs this week, with financials and energy — two of 2026’s early winners — suddenly losing momentum. Beneath the day-to-day volatility, a bigger question is emerging: are markets being driven by fundamentals, or simply by liquidity? Alex Morris, CEO of F/m …

US Markets Wrap: Oil, Inflation and the Venezuela Wildcard
U.S. markets hit fresh all-time highs as investors shrug off geopolitical shocks. Markets barely flinched after U.S. action in Venezuela, but should investors be paying closer attention? Laila Pence, President & Co-Founder, Pence Wealth Management look at why the short-term impact on oil is limited…

US Markets Wrap: How energy is powering markets higher despite weak data
Wall Street has returned from the holidays with renewed momentum, pushing major indices to fresh highs even as manufacturing data weakens. Energy stocks are leading the charge following geopolitical developments in Venezuela, while investors weigh the implications for inflation, rates, and global s…

US Markets Wrap: Selective stock & sector picks may reward you in 2026
Dilin Wu, Research Strategist, Pepperstone shares her market outlook for 2026, including expectations for the AI and tech sectors (other investable opportunities in these spaces apart from stocks); risks that could alter the Fed's policy path; the upside potential for gold and silver; and whether …

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 Akhtar