This week on the CB3 Financial Podcast, Portfolio Manager Charles Brown unpacks a volatile but historic stretch for Wall Street. Major indices surged to fresh highs before pulling back, while the “Magnificent Seven” tech giants crossed an unprecedented $20 trillion in market cap. Consumer sentiment plunged, inflation ticked up to 2.9%, and markets now price in a near-certain Fed rate cut. Charles examines Powell’s balancing act, sector rotations, and the seasonal September weakness that historically challenges investors. Plus, insights on Oracle’s breakout, energy’s rebound, and what the weeks ahead may hold for both stocks and bonds.

Markets soared to fresh all-time highs before stumbling into the holiday weekend. In this week’s CB3 Financial Update, Charles Brown breaks down the rally and reversal, explores why September is historically the toughest month for investors, and shares insights on tech stock volatility, gold’s recovery, and the Federal Reserve’s path on interest rates. From the S&P 500 crossing 6,500 to hints of rate cuts ahead, this episode unpacks the milestones and risks shaping the weeks to come.

In this week’s CB3 Financial Weekly Update, Charles Brown unpacks an extraordinary week for U.S. equities. The Dow hit its first record close of 2025, powered by tech giants, AI, and broadening market momentum. We break down the forces behind the rally, from small-cap strength to megacap tech dominance.

Beyond Wall Street, the Trump–Putin summit in Alaska captured global headlines, while Fed Chair Jerome Powell’s Jackson Hole speech ignited hopes of a September rate cut—potentially the first of several. What does it all mean for investors heading into autumn? Charles highlights the risks, the opportunities, and why the coming months could set the tone for year-end markets.

Stay tuned for insights on stocks, sectors, and strategy as we head into the fall season.

This week’s CB3 Financial Market Update unpacks a turbulent week for investors. The Dow flirted with record highs while tech and semiconductor stocks cooled off. Healthcare and small-cap stocks surged, fueled by strong earnings and Warren Buffett’s moves into UnitedHealth. Meanwhile, the historic Putin–Trump summit in Anchorage drew global attention but delivered little progress on Ukraine, leaving markets bracing for continued geopolitical uncertainty. With inflation steady, retail sales cautious, and investors eyeing upcoming Q2 earnings, we explore where opportunities are emerging as leadership rotates between sectors. Stay tuned for insights on what’s driving the markets—and what to watch in the week ahead.

The bulls are running, but how long can they keep the pace? This week, CB3LIVE unpacks three stories shaping August: the market’s streak of lifetime highs and whether momentum has room to run; the “Big Beautiful Bill” and its early ripple effects on paychecks, factories, and portfolios; and Nvidia’s $4T milestone — what concentrated tech leadership means for opportunity and risk. Plus, a quick look at small-cap strength, dividend resilience, and the signals that matter as 2Q25 earnings season kicks into gear.

• U.S. stock indices powered to multiple all-time highs early last week, continuing the 2025 trend of record-breaking rallies.
• Thursday and Friday brought a reality check: stocks reversed on renewed economic worries, ending the week off those peaks.
• Looking ahead to the first week of August: another wave of second-quarter earnings arrives, with market-moving reports from tech, industrial, and healthcare giants.

• U.S. stock markets just notched multiple lifetime highs – S&P 500 and Nasdaq are leading the charge.
• Market momentum fueled by blockbuster earnings beats, especially in Big Tech and AI – Alphabet’s numbers left analysts cheering!
• Looking ahead: It’s not just busy – it’s the BIGGEST week of 2Q25 corporate earnings. Apple, Meta, Amazon, and more are all stepping up to the plate.