Today’s market:


Strong: software, some utilities, and M&A-related.
Weak: semiconductors, optical modules, and the AI hardware chain.
Core reasons: interest rates rising + oil prices rising + profit-taking on AI’s high valuations.
The 10-year U.S. Treasury yield has risen to near high levels. The market is starting to worry about inflation and rate-hike expectations, leading to the first sell-off of high-valuation growth stocks.
$NOW Today is one of the market leaders, with a surge of nearly 10%.
Why it’s strong: upgraded ratings, the AI software logic being re-emphasized, and the market starting to favor software stocks with high-quality cash flow.
Funds are rotating; there’s a slight shift from hardware to software.
Now some money is starting to move: from the most crowded trades into software.
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