Blue Screen of Disruption 💀
A deep red week includes Taiwan worries and a global tech outage
Taiwan: A Major AI Risk
Trump’s foreign policy comments exposed one of the biggest risks for AI: Taiwan.
Crawling Markets 🐛
Markets end June crawling despite inflation progress
Is the AI rally over? 🤔
The AI rally is starting to stall as investors become more cautious.
Tale of Two Halves ☯️
Slow week as markets growing cautious again
May In-Review
The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.
Calm Before the Storm 🌥️
Markets continue to rise ahead of big macro week
Saved by the Bell 🔔
Markets cool from highs on tech enterprise weakness
Flat, but Eventful 😅
Volatile week despite S&P ending essentially flat
The Nvidia Effect Q2’24
Nvidia surges on another blowout earnings driven by #AI buildout demand, but all-time highs have markets cautious on the rest of the ecosystem.