Market Matters- Relief On Friday

Market leadership rotated sharply toward US value stocks, As investors sold Big Tech despite solid earnings, driven by rising scepticism about the cost and payback of AI‑related capex.

AI fundamentals remain healthy, especially across chips, infrastructure and key software platforms. Nvidia’s strong Friday rebound, supported by high chip utilisation and confidence in hyperscaler spending, helped calm the market.

Precious metals and crypto saw heavy volatility,

driven mainly by leverage and crowded positioning rather than signs of broader financial stress.

Macro data was broadly positive, with strong US manufacturing, improving UK PMIs and a more dovish BoE stance, steady ECB messaging, and continued strength in Japan ahead of political developments.

Earnings season continues to deliver, with the S&P 500 tracking a fifth straight quarter of double‑digit earnings growth and broad sector strength. This week will test whether markets return to fundamentals after last week’s sentiment‑driven moves.

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