Our outlook on the 11 S&P 500 equity sectors.

Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.

Weakness in tech dragged major indexes early, with concerns mounting about AI demand amid rising prices. Consumer sentiment data is ahead, and jobs data arrives next week.

WTI crude closed higher Thursday after reports that a cargo ship was attacked near the Strait of Hormuz revived concerns over maritime security in one of the world’s most important energy corridors.

Stocks are mixed as quarterly earnings from Micron Technology helps reignite the AI infrastructure trade but leads to selling in the “Magnificent 7” complex.

Solid earnings and guidance from chip giant Micron initially sent its shares up sharply, while Wall Street awaits PCE price data this morning. Banks passed the Fed's stress test.

Earnings from memory maker Micron Technology are in the spotlight today amid a tech sell-off, but investors will also be looking ahead to PCE data after a hawkish Fed meeting.

A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.

What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.