The Global Rotation: How The $3.3 Trillion Tech Flush Is Fueling Wall Street
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The Global Rotation: How The $3.3 Trillion Tech Flush Is Fueling Wall Street
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Jamie Dimon just delivered one of his strongest warnings yet—even as JPMorgan posted the biggest quarterly profit in U.S. banking history. This week brought escalating conflict between the U.S. and Iran, soaring oil prices, a major AI selloff sparked by China's newest model, and growing questions about whether the AI trade has become too expensive.
In this weekly Wall Street Truthbombs recap, Mark Malek breaks down what actually moved markets, why money rotated instead of fleeing, what the latest CPI inflation report really means, and why next week's earnings from Tesla and Alphabet could determine where stocks go next.
Will AI recover? Is the Fed falling behind? Is Wall Street quietly preparing for a larger correction?
Watch before next week's market opens.
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