Futures off after yesterday’s Tech-led gains: S&P futures are down 0.3% after Tuesday’s momentum-led advance. The Nasdaq gained 1.52% Tuesday, semis led again, and the SOX capped its best quarter since its 1993 inception. The setup is more cautious this morning: Asia mixed with Taiwan outperforming and South Korea down roughly 2%, Europe lower, Treasuries […]
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Futures Flat After Yesterday’s Growth-Led Rebound US equity futures are little changed after Monday’s tech-led rebound. The setup is balanced: S&P futures flat, Europe firmer, Asia mixed, Treasuries steady, dollar slightly stronger, yen still under pressure near 40-year lows, WTI modestly lower after Monday’s bounce, gold slightly lower, silver firmer and Bitcoin futures weaker. The
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May marked the AI recognition phase: investors embraced a long-term build-out of compute, software, power and infrastructure, while narrow equity leadership reflected uncertainty over which incumbents can adapt—and which large legacy businesses face systemic disruption from AI-native competitors over time
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