Strong corporate earnings and AI momentum lifted markets as investors weighed weaker U.S. job growth, oil price volatility, and the upcoming CPI report.
Markets moved lower as semiconductor volatility and rising oil prices weighed on sentiment, while investors continued to watch earnings growth and valuation trends.
Discover how AI valuation concerns, changing rate expectations, and continued investment in AI infrastructure influenced markets amid competing forces of opportunity and uncertainty.
Explore the tech-driven market rally, narrowing leadership trends, inflation implications of oil and geopolitical tensions, key economic signals for Fed policy, and what a potential SpaceX IPO could mean for mega-cap growth demand.