US Markets Wrap: Navigating Global Conflict and AI Spending
From US Markets Wrap by Money FM
April 21, 2026 · 10 min
About this episode
José Torres discusses the impact of global conflict and AI spending on the stock market.
José Torres, senior economist, Interactive Brokers breaks down a volatile Monday as Middle East tensions snap the Nasdaq’s historic winning streak. He dives into the record-breaking rotation toward small caps that is bucking the wider market trend, the high stakes of AI capital spending, and Apple’s bombshell leadership change announcement. Produced/Presented: Ryan Huang Image: Alexandra_Koch from Pixabay See omnystudio.com/listener for privacy information.
People in this episode
Host: Ryan Huang
Guest: José Torres
Topics covered
- global conflict
- AI spending
- stock market
- economic analysis
- leadership changes
Keywords
- US markets
- AI capital spending
- small caps
- Nasdaq
- Apple leadership
Mentioned in this episode
Organizations: Interactive Brokers, Apple
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