Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on whether the seasonal strength in the markets is fading, sentiments surrounding the tech and energy sectors, Broadcomm, as well as where financials are standing with rates moderating and the US economy in a pretty resilient spot.

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

Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on whether the seasonal strength in the markets is fading, sentiments surrounding the tech and energy sectors, Broadcomm, as well as where financials are standing with rates moderating and the US economy in a pretty resilient spot.
Presented by: Ryan Huang Produced &amp; Edited 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: Is tech finding real form and how bearish are investors with energy? 

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 Semiconductor posted a record quarter and signaled confidence in the AI boom with a big jump in planned 2026 capital spending. Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital looks at where investors are shifting their money in the coming months.

Image: Frank Rietsch from Pixabay

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&amp;P 500 and Nasdaq both edged higher, though all three benchmarks finished off their intraday highs. Semiconductor stocks surged after Taiwan Semiconductor posted a record quarter and signaled confidence in the AI boom with a big jump in planned 2026 capital spending. Shane Oliver, Chief Economist &amp; Head of Investment Strategy, AMP Capital looks at where investors are shifting their money in the coming months. Image: Frank Rietsch from Pixabay

US Markets Wrap: Chips Power the Rebound, AI Optimism Lifts Wall Street

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, Chief Strategist at Interactive Brokers, unpacks whether this is healthy market rotation or a warning sign, explore the structural risks of mega-cap concentration, and examine why earnings beats are no longer enough to move markets. We’ll also look at where investors are taking risk today and what it says about the next phase of the bull market.

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&amp;P 500 and Nasdaq, smaller-cap and commodity-linked assets continue to show strength. Steve Sosnick, Chief Strategist at Interactive Brokers, unpacks whether this is healthy market rotation or a warning sign, explore the structural risks of mega-cap concentration, and examine why earnings beats are no longer enough to move markets. We&rsquo;ll also look at where investors are taking risk today and what it says about the next phase of the bull market.

US Markets Wrap: Tech Slumps, Mega-Caps, and Where Risk Is Really Flowing

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 interventionist ideas are rattling investors, and what softer core CPI means for the Fed’s rate path. With stocks brushing off geopolitics but reacting sharply to domestic policy noise, Jason Britton, Founder and CIO of Reflection Asset Management, weighs whether this is healthy profit-taking—or an early warning that political risk is being repriced.

Markets slipped from record highs as investors sold banks despite JPMorgan&rsquo;s earnings beat, highlighting growing unease over policy risk and valuation. This episode unpacks why strong results weren&rsquo;t enough to lift financials, how President Trump&rsquo;s proposed credit-card rate caps and other interventionist ideas are rattling investors, and what softer core CPI means for the Fed&rsquo;s rate path. With stocks brushing off geopolitics but reacting sharply to domestic policy noise, Jason Britton, Founder and CIO of Reflection Asset Management, weighs whether this is healthy profit-taking&mdash;or an early warning that political risk is being repriced.

US Markets Wrap: Is tech finding real form and how bearish are investors with energy?

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