Inflation came in cooler than expected in June, but renewed pressure in oil markets is already raising questions about how long that relief can last.

Mike Armstrong and Marc Fandetti break down the latest CPI report, why falling energy prices drove the monthly decline, and why the Federal Reserve is unlikely to declare victory after one encouraging inflation reading. They also discuss Kevin Warsh’s first testimony before Congress as Fed chair, the renewed surge in oil prices after escalating tensions with Iran, how China’s reduced oil demand is affecting global markets, why major banks posted strong earnings, what small businesses mean for New England’s labor market, and why IBM’s warning may show how AI spending is crowding out older tech businesses.

Apple is escalating its fight with OpenAI as questions grow over trade secrets, AI hardware, and whether the next generation of devices could threaten the iPhone’s dominance.

Chuck Zodda and Mike Armstrong break down Apple’s lawsuit against OpenAI, why the timing matters as Tim Cook prepares to step aside, and how OpenAI’s delayed IPO could make the company more vulnerable. They also discuss warnings from economists about AI-driven job losses, why retraining programs may struggle to keep up, how the U.S. Strategic Petroleum Reserve is being strained by repeated drawdowns, what renewed pressure on oil supplies could mean for energy security, and why Disney’s live-action remake strategy may be running out of steam.

A busy week for markets begins with inflation data, bank earnings, Kevin Warsh’s first testimony as Fed chair, and renewed tension around the Strait of Hormuz.

Chuck Zodda and Mike Armstrong break down why the U.S. and Iran conflict is again raising questions about oil flows, gas prices, and the safety of shipping through the Strait of Hormuz. They also discuss what investors should watch from Kevin Warsh on Capitol Hill, why the University of Michigan consumer sentiment survey may no longer be a useful read on the economy, how a quarter-trillion-dollar wave of AI bond issuance is testing investor demand, and why volatility in semiconductor stocks could be a warning sign for the AI trade.

After years of dominance by the S&P 500 and the Magnificent Seven, investors are seeing renewed strength from small caps, international stocks, emerging markets, and value stocks.

Paul Lane and Marc Fandetti break down why diversification is starting to matter again, how market leadership has shifted beyond the biggest U.S. tech names, and what 50 years of Dow Jones history shows about the difficulty of picking long-term winners. They also discuss SK Hynix’s Wall Street debut, OpenAI’s latest executive shakeup, concerns about U.S. AI models reaching Chinese tech companies, JPMorgan’s AI-powered portfolio testing, SpaceX’s quieter trading after its IPO, Paul LaMonica’s take on National Beverage, and why Netflix may be moving closer to a cable-style streaming bundle.

SK Hynix is making its Wall Street debut as investors continue pouring money into companies tied to AI data centers, memory chips, and the broader semiconductor boom.

Paul Lane and Marc Fandetti break down why SK Hynix is raising billions through its U.S. listing, how memory chipmakers are trying to capitalize on demand from AI infrastructure spending, and why new supply can eventually sow the seeds of a future downturn. They also discuss grocery chains cutting prices as consumers pull back, why inflation remains difficult for the Federal Reserve to measure, how rising real yields are affecting housing and the stock market, why the spring home-selling season ended on a weak note, and why the oil market remains vulnerable if the Iran conflict drags on.

Wall Street is entering earnings season with AI still driving much of the market story, but investors are starting to question how long the spending boom can keep supporting profits across semiconductors, hyperscalers, and the broader tech trade.

Chuck Zodda and Marc Fandetti break down why this earnings season could be a major test for AI stocks, how weakness under the surface of the market is being masked by index-level stability, and why investors are watching semiconductor demand, hyperscaler spending, and returns on AI investment so closely. They also discuss why the next recession does not necessarily mean another financial crisis, what Meta’s new AI chip plans say about the race for computing power, how Social Security’s funding gap could affect the economy, and why online sports betting is creating new concerns for consumers.

Renewed hostilities between the U.S. and Iran are putting energy markets back in focus, with oil prices rising again and gas prices remaining higher than many drivers expected.

Chuck Zodda and Marc Fandetti break down why renewed tensions around the Strait of Hormuz could pressure oil prices, why gas prices have not fallen as quickly as crude oil, and how refinery capacity and crack spreads help explain what consumers are paying at the pump. They also discuss what the latest Fed meeting minutes reveal about Kevin Warsh’s inflation fight, how changes to the PCE price index could affect the Fed’s inflation target, and why a shrinking labor force may create longer-term challenges for wages, inflation, and economic growth.

Earnings season is approaching with Wall Street already expecting another strong quarter, but the bar may be harder to clear as investors look for proof that AI spending can keep driving profit growth.

Chuck Zodda and Paul Lane break down why Goldman Sachs says the latest wave of earnings surprises may be difficult to repeat, how AI infrastructure spending is shaping expectations for tech and semiconductor companies, and why commentary on future capital spending may matter more than the numbers themselves. They also discuss SpaceX’s early trading after joining the Nasdaq 100, Apple’s expanded chip deal with Broadcom, what investors should avoid when they are behind on retirement savings, how OpenAI and Anthropic face different political risks, and why Chinese AI companies are quickly catching up to their American rivals.

Nvidia and other semiconductor stocks are under pressure as investors question whether the extraordinary profits created by the AI boom can keep growing or whether the chip trade is starting to cool.

Chuck Zodda and Paul Lane break down why Nvidia’s valuation has fallen back toward pre-AI boom levels, why Micron and other memory chip stocks are facing new scrutiny, and how investors are weighing whether today’s AI-driven earnings surge is temporary or permanent. They also discuss renewed tensions between the U.S. and Iran, why China’s oil demand could become a major swing factor for energy prices, what rising crude prices could mean for inflation, and how irrevocable Medicaid trusts can help families protect certain assets while preserving important planning flexibility.