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Wall Street Rises, Risks Remain
Episode 821
U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in c…
4 months, 2 weeks ago
Markets Ask AI for Receipts
Episode 820
This week begins with a troubling question: is the AI boom still sturdy enough to carry the market, or did Friday expose how much of the rally has be…
4 months, 2 weeks ago
The Jobs Report Just Made the Fed's Life Harder
Episode 819
Markets had been bracing for another sign that the U.S. labor market was cooling: payroll growth somewhere around 85,000 to 88,000, unemployment stea…
4 months, 3 weeks ago
Wall Street's Chip Boom Gets a Warning
Episode 818
Broadcom was supposed to be one of the safer names in the artificial-intelligence trade. Not safe in the old-fashioned, dividend-stock sense, but saf…
4 months, 3 weeks ago
Wall Street's Record Highs Are Starting to Look a Little Narrow
Episode 817
The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finis…
4 months, 3 weeks ago
The AI Trade Is Still Bigger Than the Oil Shock
Episode 816
Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run f…
4 months, 3 weeks ago
Wall Street Starts June on Edge
Episode 815
Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, ho…
4 months, 3 weeks ago
Wall Street Is Betting On A Ceasefire
Episode 814
Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally th…
4 months, 3 weeks ago
Good Data, Bad Timing
Episode 813
Today's inflation report gave Wall Street a reason to breathe, but not much room to relax. Prices rose less than expected, yet the market's bigger pr…
4 months, 4 weeks ago
The AI Boom Has Found Its Memory
Episode 812
Micron and SK Hynix just did something remarkable. In the space of 24 hours, both memory-chip makers crossed $1 trillion in market value. It says a l…
4 months, 4 weeks ago