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I market and build things.
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GM. Will share my thoughts here as well other than on X, hope the algo and community is kind to me here!
GM.
Will share my thoughts here as well other than on X, hope the algo and community is kind to me here!
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DowRisesOver500Points
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#dowrisesover500points Dow Jones surged +537 points (+1.03%) to close at 52,747 — its best day in weeks — while the Nasdaq slipped 0.22% as the great rotation from AI chips into value stocks intensified. What drove it: 💥Earnings power: Coca-Cola ($KO +5%) raised guidance, Sherwin-Williams ($SHW +8.25%) smashed estimates, Boeing ($BA +4.76%) posted a surprise $631M free cash flow 💥Oil crash: WTI tumbled ~4% to $79 on US-Iran ceasefire talks, easing inflation pressure and lifting consumer/industrial margins 💥Yields easing: 10-year Treasury fell to 4.60% ahead of the FOMC decision The split market: 💥Dow +1.03% | S&P 500 +0.21% | Nasdaq -0.22% 💥Chips got crushed: PHLX Semiconductor Index -4.5%, $MU -8.85%, AMD ($AMD ) -8%+ — fourth straight decline 💥Capital rotated hard into consumer staples, healthcare, and industrials The takeaway: This isn't fear — it's discipline. The market is rewarding cash flow, raising guidance, and real earnings over AI promises. With the Fed decision tomorrow and Microsoft/Meta earnings this week, the rotation narrative gets its biggest test yet. Not financial advice. Source: Closing Bell Recap #USBankLeadersUrgeSenateToTightenStablecoinInterestLimits #45NgayTuDoTaiChinh #SKHynixQ2RevenueMissesEstimates #SKHynixQ2RevenueMissesEstimates
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