Episodes
911
Latest episode
Nov 2026
Language
EN
Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
We've seen the same cycle play out repeatedly in recent weeks: Wall Street panics over artificial intelligence one day, and then falls back under its spell the next. Today seems like it's going to be another moment of reconciliation. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
U.S. stocks started the week with strong gains, extending Friday's rebound after a particularly turbulent week. Investors piled back into AI stocks, which has been heavily sold off amid fears of tighter regulation under the incoming Democratic-controlled Congress. Hopes that tensions with Iran would ease also helped revive risk appetite. However, today's hotter-than-expected inflation changed the mood: it's bad news for the Fed and potentially for stocks. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street is reeling from yesterday's massive selloff, when trillions of dollars were wiped off US markets. AI stocks are leading a tentative rebound this morning. The October jobs report released this morning might throw a wrench into the works, since hiring was much higher than expected and could strengthen the case for a Fed rate hike in December. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street is increasingly a tale of two markets, with semiconductors and AI infrastructure stocks struggling, while the Dow and the S&P 500 extend their post-election gains. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
A divided Washington might not be such a bad thing after all: US stock futures reversed their earlier losses following the Democratic win in the midterms, and are now in the green. The Republicans have lost both the Senate and the House of Representatives, overwhelmed by a massive blue wave. Financial markets are not bracing for a revolution, but they might be betting that political gridlock will prevent major policy changes. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The technology sector is still struggling to find its feet, while more traditional industries are attracting renewed interest. The Nasdaq 100 officially entered correction territory yesterday, and the latest earnings have done little to restore confidence. Above all, the world is closely watching the midterm elections, which take place today. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street is attempting to bounce back after a brutal Friday that capped a difficult month for tech stocks. The Nasdaq 100 plunged 3.5% in the last session of October, leaving the index on the brink of correction territory. November kicks off with the midterm elections, which will shape the second half of Donald Trump's second term. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
To say the week is ending on a sour note would be an understatement. The sharp selloff in Alphabet and fresh disappointments in the software sector continue to weigh on Wall Street. Corporate earnings also triggered a significant sector rotation, with defensive stocks outperforming tech giants despite continued strength in economic data. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Gone are the days when investors applauded every billion dollars poured into AI: they want to know when those investments will start paying off. Alphabet is the latest casualty of this shift in investor sentiment. However, Microsoft showed that spending big is still acceptable, as long as the returns are there. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street has rediscovered its appetite for risk, with semiconductor shares back in investors' good graces and broadly encouraging corporate earnings. Lower oil prices also support risk-taking. Today will prove decisive, with upcoming results from Alphabet and Microsoft and the Federal Reserve decision. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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