3 ideas from this batch

Dow hits records while chip stocks crack — the AI trade is breaking and money is rotating to old-school stocks

The record-high Dow alongside a falling Nasdaq highlights a clear market rotation away from tech. News of a memory supply glut specifically hammering SanDisk and Micron confirms that the hardware side of the AI trade is facing real, immedia

Fed enters a 'Goldilocks' scenario as jobs cool down — gold is breaking out to the upside

Gold thrives when interest rates stop climbing because it doesn't pay a yield, making it more attractive compared to bonds. With TD Securities calling the current environment a 'goldilocks situation' for the Fed, the central bank has an exc

Mega-cap tech is getting punished for AI spending, but secondary chip deals are booming

The broader tech market has shed trillions because investors are worried about massive AI spending at the big tech giants. However, deals like Broadcom partnering with OpenAI and Nvidia securing sovereign-AI contracts show that the companie