Broadcast October 18, 2026 · Video-only episode · 65 minutes
Watch the original episode on Tackle Trading’s YouTube channel →
From the original video description
The AI trade is under pressure, but the broader market is telling a more complicated story. This week on Trading Justice, Matt and Tim break down the concerns surrounding OpenAI, CoreWeave, and the financing behind the AI buildout, while examining whether strength outside technology points to market rotation or something more defensive.
Earnings season is expanding, bringing company results and guidance into focus. We review the latest earnings developments through the Tackle Trading newsletter and discuss what the numbers tell us about growth, expectations, and the next round of reports.
The technical picture remains central to the conversation. We assess the major indexes, sector leadership, and market breadth before turning to crude oil, gold, and the U.S. dollar to frame the week ahead.
In this episode
- AI pressure: revenue, financing, and competition
- Market rotation: breadth, leadership, and technicals
- Earnings season: results, guidance, and expectations
- Global markets: crude oil, gold, and the dollar
This is a video-only release on Trading Justice. No downloadable audio is attached to this post.
Market commentary reflects the original broadcast date. Educational content; not individualized investment advice.
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Catch up on the previous episode: Earnings Season Preview, RSP Reversal Watch & the Week Ahead — October 11, 2026.
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