

US Markets Wrap: Markets Slide as Oil and Geopolitics Return to the Forefront
US stocks turned lower as a sharp rally in oil renewed worries about inflation and growth. The Dow led the losses while investors rotated out of cyclical industrial names. Mel Siew, portfolio manager (Asia public credit), Muzinich & Co discusses what he's looking out for in the upcoming February US…

US Markets Wrap: Wall Street Bounces Back as Tech Leads the Charge
US stocks rebounded as easing oil prices and stronger economic data calmed fears of a growth scare. The Dow, S&P 500 and Nasdaq all climbed, snapping a 3-day losing streak for the market. Chipmakers such as Nvidia, AMD and Micron helped power the rally as investors returned to tech. Kyle Rodda, Sen…

US Markets Wrap: Strait of Hormuz Fears Grip Global Markets
Stocks tumbled in another volatile session as fears of a prolonged U.S.-Iran conflict rattled investors, even after comments from US President Donald Trump sought to reassure markets about energy flows through the Strait of Hormuz. Dilin Wu, Research Strategist, Pepperstone discusses why oil risks …

US Markets Wrap: Buying the Dip in a War Scare
U.S. stocks clawed back from steep losses after strikes involving the U.S., Israel and Iran rattled markets, with the S&P 500 finishing just above flat as oil prices eased and investors piled into mega cap tech names like Nvidia and Microsoft. José Torres, senior economist, Interactive Brokers disc…

US Markets Wrap: Volatility Rising - Are Investors Rebuilding Cash?
U.S. stocks slipped despite earnings beats from Nvidia and Salesforce, with the S&P 500 and Nasdaq Composite pulling back as chip stocks sold off. Deborah Cunningham, CIO of Global Liquidity Markets at Federated Hermes talks about shifting investor sentiment and whether volatility is driving a move…

US Markets Wrap: AI Spending, Tariffs & the Next Leg for U.S. Markets
U.S. equities pushed higher ahead of Nvidia earnings, as investors reassess AI valuations and hyperscalers’ capex race. Todd Rabold, Investment Management Partner, Callan Family Office discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means …

US Markets Wrap: AI Relief Rally - AMD’s Breakout, Meta’s Bet, and the Software Comeback
U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms — including up to 6 gigawatts of GPUs and a potential 160 million-share warrant …

US Markets Wrap: When AI Anxiety Meets Tariff Turbulence
US stocks slid sharply as AI disruption fears and renewed tariff tensions under President Donald Trump rattled sentiment, pushing the S&P 500 back into negative territory for 2026. Heavyweights like IBM, Microsoft and CrowdStrike led the decline amid fresh competition from Anthropic. Fabien Yip, Ma…

US Markets Wrap: Inflation Patience, Retail Caution, and Geopolitical Risk
U.S. stocks pulled back, leaving the S&P 500 hovering near flat for the year as investors rotated out of financials and kept a close eye on simmering tensions between the United States and Iran. Steve Sosnick, Chief Strategist, Interactive Brokers examines mixed corporate signals from Walmart and D…

US Markets Wrap: Navigating AI Frenzy and Market Divergence in 2026
David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expen…