Markets
Chip stocks carry the index again
Semis added another 2.1% while the rest of the S&P went nowhere. The rally is getting narrower, and narrow rallies are fragile ones. Here is what breadth is actually telling you.
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Market BriefsWeekday morning · 5 min read
AI Infrastructure
The capex bill nobody is pricing in
Three hyperscalers raised data-centre spending guidance in a fortnight. That money has to come from somewhere, and margins are the usual donor.
Economy
A cooler print than the headline suggests
Core came in soft once you strip shelter. The market read the top line and moved on. The detail underneath is the more interesting story.
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