Closing Bell Record Closes For Dow, S&P 500; Deere CFO on Autonomous Push 1/6/25
Jan 6, 2026
Join Gargi Pal Chaudhuri, BlackRock's Head of iShares Investment Strategy Americas, as she shares insights on AI-driven market diversification and the geopolitical forces shaping 2026. Mike Santoli, a Senior Markets Commentator, dives into the dynamic shifts in gold demand and the recent collapse of egg prices amid food inflation concerns. Exciting discussions on Deere's push into automation and the booming metals market bring intriguing perspectives on future trends.
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Market Leadership Rotation
- The Dow and S&P 500 closed at fresh record highs as leadership rotated to materials and industrials.
- Metals and transports led while tech paused, signaling a broader market breadth shift.
AI Drives Chip And Memory Frenzy
- CES commentary and bullish demand pushed semiconductor ETFs and memory stocks to new highs.
- NVIDIA's backlog and AI-driven memory shortages are supporting outsized price moves in chip and storage names.
Metals Rally Fueled By Geopolitics And Supply
- Gold, silver, copper and nickel surged on geopolitics, supply worries, and industrial demand, with silver hitting a record settle.
- Traders cite inventory mismatches and potential U.S. tariffs as drivers that can keep COMEX prices elevated over LME.