# Equities pause for breath ahead of Big Tech earnings

Page: https://stenobird.com/podcast/moving-markets-5478198/equities-pause-for-breath-ahead-of-big-tech-earnings
Text version: https://stenobird.com/podcast/moving-markets-5478198/equities-pause-for-breath-ahead-of-big-tech-earnings.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-08-25T06:57:06+00:00
Episode link: https://share.transistor.fm/s/300fc07a
Audio file: https://media.transistor.fm/300fc07a/e991f9eb.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/equities-pause-for-breath-ahead-of-big-tech-earnings
Duration seconds: 787

## Resource

Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. It was a similar story in Asia this morning as investors digested the potential ramifications of 'Operation Economic Outcast', while awaiting not only Nvidia's and Marvell Technology's results and US PCE data tomorrow, but also a highly anticipated speech by Kevin Warsh at Jackson Hole this Friday. Damien Ng, Next Generation Research, joins the podcast today to provide his take on the good news last week from the Moderna/Merck cancer trials. Tune in to the podcast to find out why he believes that innovation-driven healthcare remains one of the most compelling long-term investment opportunities. (00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:41) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (07:07) - How personalised vaccines could transform cancer treatment: Damien Ng, Next Generation Research (12:23) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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