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Morning Thoughts

Stocks Rebound Hard as Semis Surge 8.5%, MSFT Adds $450B — AI Was Never Dead – Try the Risotto al Salto

Stocks Tumble on Fed Uncertainty & Warsh’s No-Guidance Stance; MSFT Surges on Strong Results While META Stumbles on AI Spend – Try the Penne Alla Diavola

Market Rotation Continues: Dow Surges on Broad Strength as Semis Sink, Oil Slides & MSFT/META Loom – Try the Thighs

Tech Rotation Deepens, Blue Chips Rally; Extreme Bullishness Signal Flashes Warning Ahead of Mega-Earnings & FOMC Week – Try the Veal
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