Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowing, a possible sign of caution.

Soybeans continued their rally to start the week as traders remain optimistic that China will continue their buying.

The S&P 500 and Nasdaq are higher around midday as markets look toward this week’s high-profile earnings releases and a few economic data points to gauge investor sentiment.

Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest Fed rate cut.

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Strong results from Amazon and a decent showing from Apple are in the spotlight after risk-off sentiment, big losses for Meta, and weak chip stocks took some sizzle off the rally.

All of the majors, sans the Russell 2000, hit fresh record highs this week which was largely supported by strength in mega-cap tech. While a 25-basis-point cut from the Fed also didn't hurt, the future trajectory of rate policy remains cloudy.

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

Fed Chairman Powell's hawkish rate talk cooled Wednesday's rally, and two of the three mega caps saw shares fall despite exceeding consensus. Apple and Amazon report later today.