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EPISODE · Jan 14, 2026 · 4 MIN

AI Roars as Banks Retreat

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1487. The market consolidated after hitting recent highs, driven lower primarily by the Financial sector following JPMorgan's earnings miss and regulatory risks concerning credit card interest rate caps. However, longterm bullish momentum remains intact, powered by easing core inflation (2.6%) and overwhelming demand in the AI space, which led to major surges in chipmakers like Intel and AMD. Investment strategy favors balancing broad market exposure with an overweight in Technology and Health Care, while advising caution on the Financial Select Sector SPDR Fund (XLF).

Fresh news and strategies for traders. SPY Trader episode #1487. The market consolidated after hitting recent highs, driven lower primarily by the Financial sector following JPMorgan's earnings miss and regulatory risks concerning credit card interest rate caps. However, longterm bullish momentum remains intact, powered by easing core inflation (2.6%) and overwhelming demand in the AI space, which led to major surges in chipmakers like Intel and AMD. Investment strategy favors balancing broad market exposure with an overweight in Technology and Health Care, while advising caution on the Financial Select Sector SPDR Fund (XLF).

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AI Roars as Banks Retreat

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This episode was published on January 14, 2026.

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Fresh news and strategies for traders. SPY Trader episode #1487. The market consolidated after hitting recent highs, driven lower primarily by the Financial sector following JPMorgan's earnings miss and regulatory risks concerning credit card...

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