The S&P 500 and Nasdaq closed higher on Wednesday, powered by tech heavyweights Alphabet and Apple after a favorable antitrust ruling eased regulatory fears. Joseph Sroka, CIO and Founder of NovaPoint Capital, unpacks why markets rallied despite September’s reputation as a tough month for equities, the implications of rising Treasury yields and tariff uncertainty, and how the Federal Reserve’s next move hinges on Friday’s jobs report. He also shares why AI-driven investment is rippling far beyond Silicon Valley, shaping opportunities across sectors from utilities to industrials.

Produced/Presented: Ryan Huang

Image by Gerd Altmann from Pixabay

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U.S. stocks kicked off September on the back foot, with all three major indexes closing lower as investors weighed rising bond yields and the latest twists in trade policy. Big Tech names like Nvidia, Amazon, and Apple saw declines during regular trading, but Apple and Alphabet rebounded sharply after hours on key legal rulings. Fabien Yip, Market Analyst, IG breaks down what the appeals court’s decision on Trump’s tariffs means for markets, why profit-taking is hitting bull market winners, and how shifting legal winds could reshape the tech landscape.

Produced/Presented: Ryan Huang

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U.S. stocks have surged to fresh records, with the S&P 500 breaking above 6,500 for the first time, powered by resilience in tech and optimism around Fed policy. Nvidia’s blockbuster growth highlights the relentless demand for AI chips, while upward GDP revisions underscore the scale of corporate investment in software and equipment. At the same time, small caps are outperforming as markets price in a faster pace of Fed rate cuts. Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, unpacks the signals behind the rally.

Produced/Presented: Ryan Huang

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Kyle Rodda, Senior Financial Market Analyst at capital.com discusses Nvidia's tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence (AI) spending is slowing. 

Produced/Presented: Ryan Huang

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Christine Short, Vice President of Research, Wall Street Horizon discusses how markets are reacting to Trump's stepping up of pressure on the Central Bank with his decision to fire Fed Governor Lisa Cook over allegations of mortgage loan fraud. She also examines how retailers are coping with tariffs and where consumer spending sentiment is heading.

Produced/Presented: Ryan Huang

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Michele Schneider, Chief Strategist, MarketGauge Group discusses the takeaways for wider markets with the Trump administration taking a 10 percent stake in chipmaker Intel. This comes as White House economic advisor Kevin Hassett says this is part of a broader strategy to create a sovereign wealth fund that could include more companies. She also takes a closer look at Nvidia ahead of its earnings, and why she still like Novo Nordisk despite recent negative headlines. 

Produced/Presented: Ryan Huang
Image by 3D Animation Production Company from Pixabay

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Ryan Detrick, Chief Market Strategist, Carson Group, discusses why investors may not need to be too concerned about a fifth straight day of losses for the S&P 500 and tech stocks; how markets reacted to Walmart earnings; Fed Chair Powell's upcoming speech at Jackson Hole; and latest details about the US-EU trade agreement.

Produced & Presented by Emaad Akhtar

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Ben Emons, Chief Investment Officer, FedWatch Advisors, analyses another gloomy session for tech stocks; Palantir's sliding fortunes and concerns about over-valuation, the highlights from Q2 earnings for Target and Lowe's; and the takeaways from the Fed's July meeting minutes.

Produced & Presented by Emaad Akhtar

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Nadine Terman, CIO & CEO, Solstein Capital, discusses the latest market sell-off after Big Tech stocks disappoint; Softbank's $2 billion lifeline for Intel and the US government weighing up a potential 10% stake in the chipmaker; what this week's retail earnings could reveal about consumer spending as well as the housing market; and what we can expect at the Jackson Hole Symposium. 

Produced & Presented by Emaad Akhtar

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Steve Sosnick, Chief Strategist, Interactive Brokers discusses why investors appear to be more sensitive to good news and reacting less to bad news. This comes as a surprise reading last week in with a +0.9% monthly jump in both the headline and Core Producer Price Index levels - which stocks had generally yawned at.

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