FOMC meeting is next week and almost surely to be a no change vote.
Oracle was climbing 8% after-hours on massive demand for AI training infrastructure.
Japan and Korea indices ju
Later today, we get US job numbers.
Goldman Sachs says buy the stock dip from Iran and AI.
South Korean equities were hit hard since their economy relies basically entirely on imported oil.
But “Iran” unlikely to dent bullish view.
The U.S. trade deficit got BIGGER instead of smaller, after a year of Trump tariffs!
Software stocks are near “capitulation territory".
Japan exports rise 16.8%!
Rotation into non-AI sectors continues.
Federal Reserve expected to deliver at least two rate cuts this year.
