1.Looking ahead to Q4, analysts anticipate the Other 493 will outpace the Mag 7 in earnings growth for the first time since Q4'22.
2."The AI buildout ... is concentrated in the most cash-generative firms in the economy, and business saving has thus far held up through the capex surge rather than eroding against it."
-Liberty Street Economics
3.CEO Confidence survey: "Cybersecurity threats were by far CEOs’ top AI-related concern"
4.The number of stocks meeting all four of my bullish trend conditions has moved back above the number meeting none. The bulls have regained the lead. Just barely.
5.Traders have bought the recent dip in semis aggressively. Bottom panel shows rolling weekly flows into Direxion’s triple-levered semis ETF through Thursday.
Markets are always moving - and sometimes, the best move is knowing what works for you.
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