From Hype To Scrutiny: Markets Enter A More Discerning Phase
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Financial Sense4.31K FollowersFollow5ShareSavePlay(11min)CommentsSummaryResidual angst from Oracle and Broadcom’s earnings underscored rising investor scrutiny within the AI complex, though sentiment improved late in the week following Micron’s strong earnings and a bullish analyst update on CoreWeave.Economic results continue to support an accommodative Federal Reserve as we transition into a new year.A rotation away from crowded mega-cap technology and toward cyclicals, industrials, and smaller-cap stocks reflected supportive policy dynamics, while broader market trends remained constructively consolidative. peshkov/iStock via Getty Images By Ryan J. Puplava, CMT, CTS, CES The AI Trade Enters a Volatile Reset Phase The dominant market narrative this week centered on a sharp reassessment of the AI trade, driven by earnings reactions, infrastructure concerns, and shiftingThis article was written byFinancial Sense4.31K FollowersFollowCited by Barron's as one of the top financial websites to visit on the weekend, Financial Sense (www.financialsense.com) provides educational resources to the broad public audience through a daily podcast, editorials, current news and resource links on salient financial market issues. Begun in 1985 as a local talk radio program, Financial Sense Newshour (www.financialsense.com/financial-sense-newshour) is a weekly webcast with host Jim Puplava and top financial thinkers. Writing staff of Financial Sense includes: Jim Puplava, Chris Puplava, Ryan Puplava, and Cris Sheridan.