00:03 Speaker A
And now for what to watch. It’s a busy week ahead for markets with politics, tech and inflation all in focus. President Trump is delivering his state of the Union address on Tuesday.
00:15 Speaker A
Speech coming amid heightened partisan tensions with a group of Democrats planning to boycott and hold a rally outside the capital. Investors will be listening closely for any commentary on tariffs.
00:27 Speaker A
The Supreme Court striking down a big chunk of Trump’s far-reaching terror agenda. On the earnings front, another massive week is coming up. Big names in the retail sector including Home Depot, Lowe’s and TJX all reporting.
00:46 Speaker A
We’re also be getting a check on the tech sector with Salesforce, Dell, Snowflake and into it. But all eyes are on Nvidia’s fourth quarter results on Wednesday.
01:00 Speaker A
And let’s expecting another beat and raise for the tech giant as AI chip shipments to ramp up and hyper scalar spending remains elevated. Investors will be watching closely for any visibility into 2026 and early 2027 demand and what will be a critical moment for that broader AI trade.
01:23 Speaker A
In the media space, Warner Brothers Discovery is reporting fourth quarter earnings on Thursday and expecting the company’s quarter to take a hit from the absence of NBA programming, but investors of course, just as focused on the ongoing M&A battle between Netflix and Paramount Skydance with Paramount also reporting Q4 results on Wednesday.
01:46 Speaker A
And on the macro side, we’re getting fresh commentary from multiple Federal Reserve officials throughout the week as markets continue to recalibrate rate cut expectations.
01:57 Speaker A
And to round out the week, January’s producer price index that’s coming out on Friday. Economists expect headline PPI to cool to 0.3% from 0.5% in December and core PPI also slow to 0.3% from 0.7% on a month over month basis.