US markets will be closed this Monday!

1. How much further can the AI trade fuel the rally?

A bit further actually.

Positioning data from JPMorgan suggests some investors including hedge funds are refraining from going all in on stocks.

2. AI will lead to more Not less software developers.

As AI coding assistants and agents become fixtures of the development workflow, the role of traditional software developers will change and shift towards curation, higher-order design and problem solving through prompt and context engineering – making developers more strategic and more valuable.

Below: Software development market is expected to grow at a 20% CAGR to reach $61 Billion by 2029.

3. Cisco seeks to challenge Broadcom/Nvidia in connecting AI Data Centers.

“AI compute is outgrowing the capacity of even the largest data centre, driving the need for reliable, secure connection of data centres hundreds of miles apart,” said Martin Lund, Executive Vice President of Cisco’s Common Hardware Group.

Whether Cisco’s approach becomes the industry standard for AI data centre interconnect remains to be seen, but the fundamental problem all three vendors are addressing—efficiently connecting distributed AI infrastructure—will only grow more pressing as AI systems continue scaling beyond single-facility limits. The real winner may ultimately be determined not by technical specifications alone, but by which vendor can deliver the most complete ecosystem of software, support, and integration capabilities around their silicon.

4. Copper supply disruptions have escalated over the course of the year, tightening the deficit outlook.

5. China is the champion of “everything”…also high-speed rail lines.

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