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.

The S&amp;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.&nbsp;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 Huang Image: Geralt via PixabaySee <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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