US Markets Wrap

US Markets Wrap: Ignore the Noise - How to Trade the Midterms and Overvalued Tech

Are semiconductor stocks stretched too far? Abe Sheikh, CIO, Cordoba Advisory Partners breaks down the latest market outlook, including why it might be time to short the chip rally and shares where investors can rotate into for better value. Produced/Presented: Ryan Huang Image: Geralt via Pixabay See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

US Markets Wrap: Oil Shock Meets AI Reality Check

Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, CEO, Activest Wealth Management discusses with Big Tech earnings ahead, is this just a pause or the start of a deeper rethink? Produced/Presented: Ryan Huang See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble

The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks. Produced/Presented: Ryan Huang Image: Geralt via Pixabay See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

US Markets Wrap: Highs, Lows, and the Hormuz Bottleneck

The markets teased investors with a glimpse of the mountaintop on Thursday, as both the S&P 500 and Nasdaq touched fresh all-time intraday highs before a dramatic reversal left Wall Street in the red.  Steven Wieting, Co-Founder and Chief Investment Strategist at The CIO Group shares how he is repositioning his portfolio and his view of where safe havens are now. Produced/Presented: Ryan Huang See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

US Markets Wrap: Record Highs & Red Flags

Wall Street is celebrating record highs following President Trump's U.S.-Iran ceasefire extension and a stellar earnings season fueled by major beats. However, with the Strait of Hormuz effectively closed and Brent crude surging past $100 a barrel, concerns are mounting over whether equity markets are dangerously complacent about escalating geopolitical risks. Miller Tabak's Chief Market Strategist, Matt Maley discusses if these strong corporate fundamentals can outlast an impending energy shock, or if it is finally time for investors to take chips off the table. Produced/Presented: Ryan Huang See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.