The market is exhibiting a sharp rotation, with a significant tech and AI-led selloff dragging down the Nasdaq as investors reassess high valuations. In contrast, the energy sector is showing strength, buoyed by a major corporate deal between $CVX and $MSFT and supportive US government polic
Markets are navigating a complex landscape defined by a powerful AI-driven rotation into semiconductors and growing geopolitical de-escalation in the Middle East. While bullish sentiment is euphoric in chip stocks, a counter-narrative questioning the AI return-on-investment for big tech is gaining t
Markets are opening the week in a risk-off posture, driven by a confluence of escalating geopolitical conflict in the Middle East, a sharp tech sector correction, and renewed fears of US Federal Reserve rate hikes. A flight to safety is underway, with the US dollar strengthening and oil prices spiki