From Cheddar.

This week on Big Business, JD Durkin breaks down a pivotal earnings season as markets digest a flood of Q4 results, renewed volatility in software stocks, and shifting expectations for interest rates. Jess Inskip joins from the NYSE to unpack what’s really driving corporate performance, from margins and guidance to AI spending, labor costs, and investor sentiment. The conversation looks ahead to how today’s earnings are shaping expectations for 2026, including whether companies are bracing for slower growth or positioning for reacceleration. Plus, with gold and silver back in focus, the episode explores why alternative assets are regaining attention and what risks markets may still be underpricing.

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