Good morning, you're tuned in to Markets Desk, and here's what's moving the needle right now.
Wall Street is set for a meaningful rebound at the open, with futures pointing decisively higher after Thursday's losses. Investors are watching macro signals closely, and the mood on the floor has shifted — risk appetite appears to be returning, at least for now, heading into the weekend session.
Driving a good deal of that sentiment is movement on the trade front. The United States and Canada are reportedly closing in on a final deal as the clock ticks down on Trump's threatened fifty percent tariff on Canadian goods. Businesses on both sides of the border have been sounding the alarm, warning those duties would be genuinely crippling to cross-border commerce if they take effect without resolution.
Meanwhile, in the AI power trade, Constellation Energy is pulling ahead of rival Vistra in the race for data center electricity revenue. Analysts note Constellation's year-over-year growth has been steadier and more substantial, while Vistra's gains have been slower and more uneven. As hyperscalers continue expanding capacity, reliable power supply contracts are becoming a serious competitive moat, and Constellation appears to be building one.
That's the tape. Markets Desk, signing off the floor.
