Recent gains have been led by a narrow group of stocks.
Bubble concerns seem to have been pushed back further by the latest set of earnings.
There is an AI trade in Europe and it's still cheap.
Mag 7 earnings: Meta misses, Microsoft Beats (and falls), and Google wins.
Fed will cut rates, but is flying blind without government data.
The AI story that has been a key driver of the rally will face a big test this week, when five Mag 7 names report earnings.
US: Moderate inflation helps pave way for upcoming rate cuts.
The White House denied the stake speculation.
Trump administration in talks to take equity stakes in Quantum-Computing firms.
Another AI compute deal in the tens of billions range, this time between Anthropic and Google.
"Under the hood, a sector rotation is underway as investors switch to more defensive parts of the market. "
US Stock Futures rise as China trade tensions cool.
