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AI stocks are back
The AI trade is back.
Actually, it never really left.
Anyone who thought it stopped was probably just looking in the wrong places. Sure, a few stocks took a breather. But AI is still moving full speed behind the scenes.
Chips keep getting faster.
Models keep getting smarter.
Companies keep building.
And we’re still early.
Sectors to watch:
Energy
Chips
Software
Previous Updates
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- Weekly Market Update: September is Here
- Market Update: Nvidia Crushes Earnings
- Weekly Market Update: Yields
- Market Update: The Future of Biotech
- Weekly Market Update: Earnings Acceleration
- Market Update: The Next Generation of AI Infrastructure
- Weekly Market Update: New Highs
- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0
- Market Update: The Trajectory of AI Compute
- Weekly Market Update: Peak Earnings Season
- Market Update: Q2 Earnings Recap #1
- Market Update: DeepSeek 2.0