Miner Company
This Week's Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
Semiconductor demand signals, hyperscaler capex, and selective software rebounds drove index direction, even as AI disruption fears continued to pressure SaaS and cybersecurity. A hotter PCE print, weaker GDP, and hawkish FOMC minutes reinforced policy uncertainty, while labor and industrial data remained resilient.
Semiconductor demand signals, hyperscaler capex, and selective software rebounds drove index direction, even as AI disruption fears continued to pressure SaaS and cybersecurity. A hotter PCE print, weaker GDP, and hawkish FOMC minutes reinforced policy uncertainty, while labor and industrial data remained resilient.