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 for rate cuts this year. He also looks at the real opportunities may lie beyond mega-cap tech, from energy infrastructure to small caps and emerging markets.

US Markets Wrap: The Ceasefire Rally and Q1 Earnings Outlook
09:28

US Markets Wrap: Markets Rip on a Two Week Pause
10:35

US Markets Wrap: A Late Diplomatic Twist Lifts Wall Street
09:00