Market Fear Creates Opportunity: The AI Trade Reloads

Over the last six months, the stock market has undergone a meaningful shift beneath the surface. Major indices have traded largely flat to lower, masking a significant rotation in leadership. The Magnificent Seven, which had powered the market higher for much of the last three years, stalled and in many cases declined, as investors grew increasingly concerned about AI-related capital expenditures and elevated valuations.At the same time, capital rotated aggressively into international equities, commodities, ...