US AI stocks intel drop:
1. Russia agrees to supply diesel to US + announces Ukraine energy ceasefire. Markets might rip tonight.
2. Earnings szn heating up. Wed: $ASML + CPI. Thu: $TSM + PPI. Earnings growth expected +30%.
3. $ORCL bottom signal? Director just bought $3.5M worth of shares. Insider buying = bullish.
4. $AMZN eyeing $7B acquisition of Decart AI. Chip shortage forcing software-layer optimization. Smart play when compute is scarce.
5. Deutsche Bank downgrades tech. Reversal incoming? $SPY up 13.5% YTD (+$9T market cap), but strip out AI stocks and legacy economy only up 5.5%. AI carrying the entire market.
1. Russia agrees to supply diesel to US + announces Ukraine energy ceasefire. Markets might rip tonight.
2. Earnings szn heating up. Wed: $ASML + CPI. Thu: $TSM + PPI. Earnings growth expected +30%.
3. $ORCL bottom signal? Director just bought $3.5M worth of shares. Insider buying = bullish.
4. $AMZN eyeing $7B acquisition of Decart AI. Chip shortage forcing software-layer optimization. Smart play when compute is scarce.
5. Deutsche Bank downgrades tech. Reversal incoming? $SPY up 13.5% YTD (+$9T market cap), but strip out AI stocks and legacy economy only up 5.5%. AI carrying the entire market.