Buy Friday, Sell Monday, Enjoy the Weekend

The stock market is getting an unexpected boost to kick off August, bucking the historically weak summer session for the U.S. stock market.

What’s happening? The Bank of Japan and the U.S. Treasury are making a coordinated effort to support Japanese yen; a move last attempted nearly 30 years in the height of the Asian Financial contagion (1998).

Global opportunities aside, the US stock market’s stealthy reset of sectors outside the complex AI trade means solid U.S. companies are offering attractive entry prices, particularly in energy, rare earths and critical minerals.

The next phase of the AI boom won’t be decided by who builds the fastest chips, but by who can keep them powered.

Even retail investors are now increasingly skeptical of the AI space, particularly its cash flow. And rightly so…