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Why AI Spending Could Drive the Next Market Rally

Markets are navigating a complicated mix of strong corporate earnings, inflation concerns, geopolitical instability and shifting Federal Reserve expectations. Michael Monaghan, Portfolio Manager at Founder...

AI Boom at a Crossroads: Can Hyperscalers Deliver Real Returns?

The AI infrastructure boom is entering a new phase as hyperscalers shift from massive share buybacks toward debt issuance to help fund the next...

What’s Driving the August Stock Market Rally?

U.S. stocks kicked off August with impressive momentum as the S&P 500, Nasdaq, and Dow Jones Industrial Average climbed to fresh record highs. Easing geopolitical tensions in...

Market Outlook: Fed, AI & Oil

Markets closed out July on a strong note despite a week filled with volatility, Federal Reserve uncertainty, geopolitical tensions, and shifting investor sentiment around...

Market Outlook 2026: AI Stocks, Fed & Energy

Wall Street is beginning the week on stronger footing after a volatile stretch that saw the S&P 500 post its second consecutive weekly decline while the...

Big Tech Earnings, AI & the Next Investment Opportunity

Artificial intelligence remains the biggest investment theme on Wall Street, but investors are increasingly asking one critical question: Can Big Tech generate enough revenue to...

Markets at a Crossroads: Fed Policy, Tech Earnings & Regional Banks

Markets are entering a pivotal stretch as investors prepare for the Federal Reserve's next policy meeting while keeping a close eye on the first...

Where Investors Should Be Looking for Opportunities in Today’s Market

Wall Street is navigating a critical stretch as investors balance strong corporate earnings against market volatility, rising oil prices, and growing anticipation ahead of...

Why Big Tech Earnings Could Decide the Next Market Rally

With earnings season in full swing, investors are asking whether strong corporate profits are enough to keep the stock market rally alive. In this...

Markets at a Crossroads: Earnings, Fed Policy & Semiconductor Stocks

Corporate America is entering one of the busiest weeks of earnings season, with more than 300 companies reporting results, including Alphabet and Tesla. As investors look for...

Crypto Regulation, Stablecoins & the Future of Digital Assets

The U.S. digital asset industry is approaching a pivotal moment as lawmakers race against the clock to finalize crypto market structure legislation before the...

Google Cloud Earnings Signal AI Capex ROI as Tech Hits All-Time Highs

Melissa Otto, Head of Visible Alpha Research at S&P Global, joins in to kick off the broadcast as markets continue to push into fresh...