Rate Of ReturnMarkets sold off as two fears collided: potential energy disruption from Hormuz and rising skepticism over AI spending returns. Strong AI demand (Oracle, Super Micro) was overshadowed by massive capex and dilution concerns. Near term, volatility may persist, but AI infrastructure demand remains intact while valuation discipline returns.
☕️ [Task Coins Giveaway] Daily Market Talk — Iran Shuts Hormuz, Dow Drops 953
Iran shut the Strait of Hormuz, the Dow fell 953, Oracle beat but crashed 7% on capex, and SpaceX prices its $1.8T IPO tonight.
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