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September 16, 2026

Oracle's quarterly earnings, the company’s cash burn trajectory and more.

September 16, 2026

Oracle's quarterly earnings, the company’s cash burn trajectory and more.

September 16, 2026

Hedging trends, potential catalysts to spark AI regulation conversations and more.

September 16, 2026

Frances discusses expectations for the Fed’s rate decision, as August retail sales rise.

September 16, 2026

Trends Lori is keeping an eye on in the current market, how she sees growing odds of a 5-10% pullback and more.

September 15, 2026

Earnings risks for stocks from the artificial intelligence buildout and what her team sees on technology capex outside of the top 10 market cap names in the S&P 500.

September 14, 2026

The latest Canadian CPI data, inflation holding as gas price growth slows and more.

September 14, 2026

Options dispersion, market volatility and macro events, the upcoming Fed meeting and more.

September 11, 2026

Oracle earnings, how the overall AI trade is more durable than the market is giving it credit for right now and more.

September 11, 2026

CPI data and how Federal Reserve voting members may be reacting to this inflation data ahead of next week's September FOMC meeting.

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