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• Semiconductor Stocks May Continue To Melt Lower SeekingAlpha

  VanEck Semiconductor ETF nears key $510–$520 support as bearish options positioning and negative gamma raise downside risk. Click for more on the sector.

• The Fed Is Not Going To Raise Interest Rates SeekingAlpha

  Oil prices plunge 10% on Iran deescalation as equities rise; big tech AI spending faces scrutiny. Disinflation may keep Fed rates steady.

• TSPY: A Daily Volatility Management Alternative Weathering Macro Shocks SeekingAlpha

  TSPY has lower volatility and is expected to be a better alternative than the underlying S&P 500 index. Check out why TSPY ETF is a hold.

• Forget The AI Bubble, Because This Bull Market Could Easily Extend Until 2029 SeekingAlpha

  Earnings fundamentals remain strong and continue to support US stock prices. Click here for a detailed analysis.

• Wall Street's AI CapEx Concerns Overlook Demand-Supply Outlook SeekingAlpha

  Google, Microsoft, Meta, Amazon and Apple are on track to spend about $700 bln this year, against roughly $410 bln last year. Wall Street seems worried about the spending and the borrowing.

• Hyperscalers: A 'Toxic Waste' Investment SeekingAlpha

  AI capex is surging as hyperscalers bet on costly closed-weight models while enterprises want cheaper open-weight options. Read more here.

• The Market Is Hostage To Two Startups SeekingAlpha

  The market has lost some conviction as the AI trade has become dangerously dependent on OpenAI and Anthropic. Read why a flush may come after a potential hike.

• Higher Oil, AI Spending And Tariffs Test Markets SeekingAlpha

  Markets were relatively unchanged at the index level last week, but beneath the surface there was rotation. Read more here...