Market Dynamics in AI and Retail

This chapter explores the current movements of key AI stocks like CoreWeave and Broadcom, emphasizing Broadcom's favorable earnings report expectations and CoreWeave's successful IPO. The discussion also covers a notable retail company's earnings spike and the effects of US-China tariff negotiations on supply chain strategies. Additionally, insights on Zscaler's growth and the macroeconomic factors influencing market trends and Federal Reserve policies are presented.