This is exactly what a healthy rotation looks like. MSFT, AMZN, GOOGL proved AI spend is turning into real business, so …
This is exactly what a healthy rotation looks like. MSFT, AMZN, GOOGL proved AI spend is turning into real business, so the market paid up. META and AAPL got a time-out for not showing the same returns yet. Indices still finished the week green, which means capital didn’t leave, it just got pickier. Payroll + SpaceX’s debut earnings give us two new catalysts to keep the momentum going into August.
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