Miner Company
This Week's Market Wrap: Tariffs, AI, And A Market On Edge
Trade escalation and a hotter PPI print reintroduced policy uncertainty and pressured rate expectations, driving sharp rotations across sectors and market caps. AI infrastructure leaders delivered outsized growth and multibillion-dollar deployment deals, while disruption fears compressed software multiples - despite Nvidia's Jensen Huang arguing investors are misreading AI's impact on applications.
Trade escalation and a hotter PPI print reintroduced policy uncertainty and pressured rate expectations, driving sharp rotations across sectors and market caps. AI infrastructure leaders delivered outsized growth and multibillion-dollar deployment deals, while disruption fears compressed software multiples - despite Nvidia's Jensen Huang arguing investors are misreading AI's impact on applications.