U.S. stocks posted their strongest week since April, with the S&P 500 reaching another all-time high. David Hollander breaks down the latest market performance, including earnings, interest rate expectations, AI demand, and shifting performance across sectors. He also reviews the historical context around stock market all-time highs and the key economic reports on the calendar.

Why are AI and technology stocks under pressure despite strong earnings? David Hollander explains the biggest forces affecting today’s markets, from rising AI infrastructure spending and inflation concerns to higher oil prices, interest rates, and renewed geopolitical tensions. He also discusses what investors should watch as the Federal Reserve meets and major companies like Microsoft, Apple, Meta, and Amazon report earnings.

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.