Dow Record Close As Big Tech Power Market Higher 8/3/26

Investors digest another busy day of earnings and prepare for a pivotal week in technology. Anastasia Amoroso, Chief Investment Strategist at Partners Group, explains what could drive the S&P 500 to fresh highs and where investors should look as market leadership continues to evolve. Asad Haider of Goldman Sachs discusses healthcare deal activity, previews key earnings and explains what investors should watch across the sector. Louie DiPalma of William Blair reacts to Palantir results and outlines why he continues to see significant upside for the stock. Our Diana Olick examines the impact of mortgage rates climbing to their highest level in nearly a year and what the latest housing data means for homebuilders. Casey Newton tackles one of the biggest questions facing the AI race: whether China is closing the gap with the U.S. and what rapid advances in Chinese open-source models could mean for cybersecurity and global competition.

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