US Markets Wrap: Tech Turns, Traders Rebalance episode artwork

EPISODE · Oct 31, 2025 · 7 MIN

US Markets Wrap: Tech Turns, Traders Rebalance

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

U.S. markets pulled back as investors digested a mixed bag of Big Tech earnings and a cautious tone from the Fed. While Alphabet impressed, Meta and Microsoft stumbled, sparking a rotation out of AI and into banks and healthcare. Portfolio Manager Daniel Tan from Grasshopper Asset Management unpacks the tech pull back, the Trump–Xi summit’s trade signals, and what it all means for markets heading into year-end. Produced/Presented: Ryan HuangImage by Mohamed Hassan from PixabaySee omnystudio.com/listener for privacy information.

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