“Too Complacent” – Back To Mag-7 Earnings & The AI Story Authored by Peter Tchir via Academy Securities, It is difficult to tell how much of today’s rally was: AMD related which was up more than 10% and presumably helped rally almost 15% adding more than $300 billion of market cap MSFT, gaining traction from the immediate post earnings reaction as their conference call did a lot to soothe investors – a nice turnaround in a market that has been punishing “misses” The Fed. Yields moved down across the curve, even though the Fed didn’t cut rates, and only signaled… — Continue at ZeroHedge News : Read More
Home » ”Too Complacent” – Back To Mag-7 Earnings & The AI Story – Tyler Durden