US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble

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

The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks. Produced/Presented: Ryan HuangImage: Geralt via PixabaySee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Apr 28, 2026

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US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble

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