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The Great Rotation: This Was the Week the AI Trade Cracked — Money Flees the Tech Giants as Bank of America Calls for Three Rate Hikes
It was the week the story cracked. For months a single narrative had carried the market higher: artificial intelligence, bottomless…
The AI Memory Bill Reaches the Customer: Apple and Microsoft Hike Prices as the Tech Giants Tumble
It is the punchline the skeptics of the AI boom have been warning about for months — and it hit…
Micron’s Blowout Quarter Reignites the AI Trade: Memory Boom Flips the Mood as Oil Slides Below $70
Early Thursday it was as if someone had quietly pulled the plug on fear. Less than 48 hours earlier the…
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15 INVESTORSWhat the world’s best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Great Rotation Playbook: Why Money Is Fleeing Big Tech — and the Complete Sector Map for 2026
This was the week the AI trade cracked. The Nasdaq lost 4.6 percent across five straight losing sessions and closed…
- Alan Greenspan Is Dead — The End of an Era Kevin Warsh Is Burying Right Now
On Monday, 22 June 2026, Alan Greenspan died at his home in Washington at the age of 100 from complications…
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