David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expenditures and which sectors could benefit. David also shares insights on earnings trends market valuations and potential triggers for volatility along with strategies for dividends international markets and hedges like gold.   Produced/Presented: Ryan Huang Image: Frank Rietsch from PixabaySee omnystudio.com/listener for privacy information.

David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&amp;P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expenditures and which sectors could benefit. David also shares insights on earnings trends market valuations and potential triggers for volatility along with strategies for dividends international markets and hedges like gold.&nbsp;&nbsp; Produced/Presented: Ryan Huang Image: Frank Rietsch from PixabaySee <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

US Markets Wrap: Navigating AI Frenzy and Market Divergence in 2026