AI continues to shape the markets, but are investors beginning to ask tougher questions about future growth? 

In this week’s market briefing, David Hollander discusses what’s driving the latest market performance, including the strength of AI stocks, the SK Hynix IPO, interest rates, inflation, and the start of earnings season. He also shares what investors are watching as major banks and technology companies begin reporting quarterly results. 

Interest rates play a significant role in shaping the stock market, but they’re only one piece of the puzzle. In this market briefing, David Hollander examines three key trends investors should watch: the latest jobs report, declining oil prices, and Federal Reserve policy.

Market rotation is taking center stage as technology stocks pull back and investors look beyond the Magnificent Seven. In this market briefing, David Hollander explains what’s driving the recent shift in market leadership, how lower oil prices and Treasury yields are influencing investor sentiment, and why small-cap and international stocks have started to outperform.

What do the SpaceX IPO and the 2026 FIFA World Cup have in common? Both could have major implications for investors.

In this market briefing, David Hollander discusses the excitement surrounding the SpaceX IPO, what history says about investing in newly public companies, and how the World Cup could create opportunities across industries like travel, hospitality, restaurants, media, and entertainment. He also shares his outlook on the broader market, inflation, and the Federal Reserve.

In this week’s market briefing, David Hollander reviews recent market performance, movements in Treasury yields, oil prices, and fixed income markets. He also discusses how rising yields can affect different areas of the market and highlights opportunities and challenges investors may encounter in today’s economic environment.