US Markets Wrap: Fed Cuts, Strong Earnings, and the AI Supercycle

While global forecasts are improving, U.S. markets continue to defy tariff headwinds with record earnings, margin expansion, and surging AI-driven investment. Laila Pence, President & Co-Founder, Pence Wealth Management explores how monetary policy, labor market shifts, and the AI supply chain are shaping the next phase of the economy — from small caps and financials to hyperscaler spending that could define the next industrial revolution.

Produced/Presented: Ryan Huang

Image: Gerd Altmann from Pixabay

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