Bitcoin dropping after Strategy sold is a reminder that sentiment can change quickly, even in strong long-term trends. For me, the bigger story is oil. If disruptions around the Strait of Hormuz persist and Brent moves toward $100, inflation could reaccelerate and make central banks more cautious. That would have implications for stocks, crypto, and bonds all at once.
Earnings Split the Tape: Is Cash the Real Winner?
QQQ rose 1.05% and SPY 0.53% as AI earnings and stronger server demand revived risk appetite. SpaceX gained 7.79%, Super Micro 9.55%, and Nvidia 2.54%. After-hours results were mixed: bulls cited Meta’s earnings beat and Super Micro’s stronger outlook, while bears flagged Tesla’s declining operating profit and Meta’s negative free cash flow. Do the split results favor stock selection over a durable index trend?
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