Frank Cappelleri, Founder and President of financial research firm, CappThesis, shares his insights on Wall Street's steep pullback after the latest concessions from the White House on President Donald Trump’s controversial tariff policies failed to calm rattled investors.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

Frank Cappelleri, Founder and President of financial research firm, CappThesis, shares his insights on Wall Street's steep pullback after the latest concessions from the White House on President Donald Trump&rsquo;s controversial tariff policies failed to calm rattled investors.
Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay &amp; its talented community of contributors

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap: Are the Bulls Bouncing Back on AI enthusiasm?

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 — reignited the AI capex narrative and raised fresh questions about competition with Nvidia. Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture.

Produced/Presented: Ryan Huang

Image: Geralt via Pixabay

U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&amp;P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms &mdash; including up to 6 gigawatts of GPUs and a potential 160 million-share warrant &mdash; reignited the AI capex narrative and raised fresh questions about competition with Nvidia.&nbsp;Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture.
Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

US Markets Wrap: AI Relief Rally - AMD’s Breakout, Meta’s Bet, and the Software Comeback

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, Market Analyst, IG breaks down the Supreme Court tariff implications, the close of US Q4 earnings with focus on Nvidia, and more.

Image: Alexandra_Koch from Pixabay

US stocks slid sharply as AI disruption fears and renewed tariff tensions under President Donald Trump rattled sentiment, pushing the S&amp;P 500 back into negative territory for 2026. Heavyweights like IBM, Microsoft and CrowdStrike led the decline amid fresh competition from Anthropic. Fabien Yip, Market Analyst, IG&nbsp;breaks down the Supreme Court tariff implications, the close of US Q4 earnings with focus on Nvidia, and more.
Image: Alexandra_Koch from Pixabay

US Markets Wrap: When AI Anxiety Meets Tariff Turbulence

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 Deere & Company, and what they reveal about the consumer and cyclical outlook. With the Personal Consumption Expenditures Price Index expected to edge higher, we ask whether inflation is stalling — and if markets are too optimistic on rate cuts.

Produced/Presented: Ryan Huang

U.S. stocks pulled back, leaving the S&amp;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.&nbsp;Steve Sosnick, Chief Strategist, Interactive Brokers&nbsp;examines mixed corporate signals from Walmart and Deere &amp; Company, and what they reveal about the consumer and cyclical outlook. With the Personal Consumption Expenditures Price Index expected to edge higher, we ask whether inflation is stalling &mdash; and if markets are too optimistic on rate cuts.
Produced/Presented: Ryan Huang

US Markets Wrap: Are the Bulls Bouncing Back on AI enthusiasm?

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