Innlegg

🚨 AI Is No Longer Trading as One Theme Microsoft's cloud business has surpassed $100B in annual revenue, helping drive one of the largest single-day market-cap gains ever seen for a public company. Meanwhile, Amazon issued softer guidance yet still rallied nearly 9%. That's the real signal. Markets are no longer treating AI as a single trade. They're separating companies that are delivering measurable results from those still relying on future potential. 📈 Capital is rewarding execution—not just AI exposure. Meanwhile, Bitcoin holding around $64K in this environment is quietly constructive. Equities remain in risk-on mode, while crypto continues to trade with caution. At the same time, several Fed officials have maintained a hawkish stance, leaving the upcoming PCE inflation report as the key macro catalyst. If inflation comes in softer than expected, expectations for additional rate hikes could ease, creating a more supportive backdrop for risk assets. 📊 The next 48 hours may be driven less by earnings and more by a single macro data point. Not financial advice. Just market analysis. #30YYieldAt19YHigh #AMZNMissesButRallies