Market Storylines: AI Deals, Sector Winners + Shutdown Watch
Market Storylines
•
5m 8s
Eric Criscuolo, Market Strategist at the NYSE, recaps a week of record-breaking gains across stocks and gold, driven by strong momentum and AI-fueled optimism. AMD led the charge after announcing a major partnership with OpenAI, while xAI’s reported $20B raise kept Nvidia in focus. Utilities and Tech outperformed, with Real Estate and Materials trailing amid rising yields and geopolitical pressure. Strong AI demand and investor enthusiasm continued to lift markets.
Up Next in Market Storylines
-
Market Storylines: Shutdown Delays, Q...
Eric Criscuolo, Market Strategist at the NYSE, recaps a strong start to Q4 as tech and small caps led gains. A government shutdown delayed key data, but private reports showed labor market weakness. M&A activity surged, with major deals across sectors. Healthcare outperformed on Pfizer news, whil...
-
Market Storylines: Valuation Warnings...
-
9-19-2025: Fed Shift, Dovish Signals ...