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

EPISODE · Sep 24, 2025 · 9 MIN

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

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

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 PixabaySee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Sep 24, 2025

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

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