Earnings Season Heats Up! New Leaders Emerging

Mary Ellen analyzes this week’s market rebound following softer inflation data, then previews what investors should watch as earnings season heats up. She highlights broadening strength across healthcare, technology, and REITs, while also tracking profit-taking in gold and volatility among AI-related names. From there, Mary Ellen talks key setups in semiconductors, financials, and the Magnificent Seven ahead of next week’s major earnings reports, outlining where leadership may shift as the markets test new highs.
This video was originally recorded on October 24, 2025. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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