Market Insights: Earnings, AI, and Housing Trends

This chapter explores the current market dynamics amid inflation and the upcoming earnings reports of major companies like Verizon and Honeywell. It also discusses the evolving landscape of AI investments with a focus on startups like Perplexity, while analyzing the impact of rising mortgage rates on homebuilder stocks. Amidst these discussions, the chapter highlights key sectors such as industrials and semiconductors, offering insights into strategies for managing investments in a volatile market.