Jobs week has a way of humbling crowded trades. Everyone leans the same direction, then one line in the payrolls release flips rates, and the whole stack of expectations gets repriced in a hurry. That’s […]
On June 5, the SOX fell more than 10% in a single session, a rare air‑pocket that took chips from leadership to liquidation—and then, almost as quickly, set up a reflex bid. It wasn’t just […]
The S&P 500’s rally has been powered by AI leaders, but the market is gains can broaden beyond a handful of megacaps. A cluster of powerful hardware prints and improving internals suggest the baton may […]
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