In this episode the hosts break down the major themes shaping markets: OpenAI’s potential IPO and how investors might play the AI boom, big Mag7 earnings and AI capex, the Fed’s cautious messaging and rate-cut outlook, plus geopolitical moves from Trump in Asia. They also touch on the rise of humanoid robots, UK budget risks, and where to find trade ideas in a volatile backdrop.

Ryan, Jesse and Alex from AlphaPicks break down the major market themes and news that moved markets this week, and look ahead to what could matter next. Highlights include a personal Deliveroo IPO loss, new U.S. sanctions that lifted oil, rare earths and critical minerals deals (notably with Australia), and the impact of politics on commodities and company strategy. The hosts also review corporate earnings and sector shifts — Netflix, Tesla, Intel and more — and discuss what those results mean for chips, AI, and broader market positioning.

Welcome to the Friday Fix where the team from AlphaPicks dissects the week’s market moves — from Trump’s tweets and a surprise bond bid to a sharp Friday sell-off and a rising VIX. They discuss the implications for US-China tensions, the metals rally (notably silver and gold), regional bank jitters, and Fed signals on rate cuts and balance sheet runoff. Tune in for candid takes on whether this is the start of a broader trade war, why Fridays may become risk-off again, and what to expect for market direction into year-end.

Hosts from AlphaPix discuss a quiet week that turned eventful with a US government shutdown, missing economic data, and implications for the Fed’s October meeting. They explore market dynamics—passive flows, AI-led momentum, MAG-7 performance, gold’s rally, and heavy M&A activity—while debating whether Q4 will see continued gains and what could drive a potential melt-up or correction.