Ryan, Jesse and Alex from AlphaPicks break down the major market themes and news that moved markets this week, and look ahead to what could matter next.

Highlights include a personal Deliveroo IPO loss, new U.S. sanctions that lifted oil, rare earths and critical minerals deals (notably with Australia), and the impact of politics on commodities and company strategy.

The hosts also review corporate earnings and sector shifts — Netflix, Tesla, Intel and more — and discuss what those results mean for chips, AI, and broader market positioning.