This Week's Market Wrap: AI's Falling Costs, Software's Comeback, and a Hawkish Warsh

Sep 7, 2026 – Ed Yardeni discusses his bullish outlook for the S&P 500, raising his year-end target to 8,400 and projecting 10,000 by decade’s end. He highlights the “Roaring 2020s,” G-shaped vs. K-shaped economy, strong earnings and productivity...

Sep 7, 2026 – Boston College’s Dr. Thomas Seyfried tells Financial Sense Newshour’s Jim Puplava why he believes cancer is a mitochondrial metabolic disease—not primarily a genetic one. He explains why conventional treatments may miss the real driver...

Sep 4, 2026 – Oil is back above $90, the August jobs report has kept a Fed rate hike in play, and market breadth has weakened even as the S&P 500 remains near its highs. At the same time, AI spending continues to look exceptionally strong, and several areas...

Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

Sep 3, 2026 – Gold just ripped more than $700 higher in a single month—and according to one of the most accurate commodity forecasters we speak with, this is only the beginning. In today's FS Insider interview, Jeff Christian explains why the recent rate-driven...

Sep 2, 2026 – The bond vigilantes are back—and oil is fueling the fire. Kurt Kallaus reveals why we're "living on borrowed barrels," how draining reserves could jolt markets by October, and the surprising sectors he's buying while....

Sep 1, 2026 – On the very week the CRB Commodity Index breaks out to a fresh 16-year high, legendary resource investor Rick Rule sits down with FS Insider's Cris Sheridan to deliver a masterclass on where we are in the commodity bull market...

Aug 31, 2026 – When one spouse manages all the finances, passwords, and key relationships, their sudden death can trigger legal, financial, and operational chaos. Today, we explore the risk posed by the "death of a decision maker" and three...

Aug 28, 2026 – Nvidia and Marvell reveal AI's next phase, software stages a comeback after the "SaaS apocalypse," and a hawkish Warsh puts a Fed hike back on the table. Ryan Puplava breaks down where growth, value, and rate risk collide for investors...

Aug 27, 2026 – As frontier AI models converge on near-identical performance, Coeus Institute's Michai Morin argues the industry's defining battle is shifting from intelligence to economics—and the West may be losing. In a wide-ranging interview...