Markets are recalibrating after a soft session on Wall Street, with the Dow falling more than 500 points and AI stocks showing renewed volatility. With investors now leaning into the idea of a Fed pause, attention is turning to opportunities beyond mega-cap tech, from healthcare to energy to financials, and a potentially brighter setup for 2026.

Dan Koh speaks with Mark Giambrone, Head of US Equities and Portfolio Manager and Analyst, Barrow Hanley Global Investors about the volatility inside AI, the opportunities outside it, and what investors should be preparing for next.

Markets are recalibrating after a soft session on Wall Street, with the Dow falling more than 500 points and AI stocks showing renewed volatility. With investors now leaning into the idea of a Fed pause, attention is turning to opportunities beyond mega-cap tech, from healthcare to energy to financials, and a potentially brighter setup for 2026.
Dan Koh speaks with Mark Giambrone, Head of US Equities and Portfolio Manager and Analyst, Barrow Hanley Global Investors about the volatility inside AI, the opportunities outside it, and what investors should be preparing for next.

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

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.