: The AI narrative has shifted from software to the massive physical infrastructure needed to power it. Data center spending is projected to hit $700 billion this year.
: Nike (NKE) and Robinhood (HOOD) have gained attention as potential "heavy buys" due to authorized share buybacks and sentiment-driven price resets. The Case for Selling: Trimming the Fat buy or sell stock
Strong corporate profits remain the primary engine for this market. Analysts project S&P 500 earnings to grow by over in 2026, providing a fundamental floor even as valuations appear full. : The AI narrative has shifted from software
Selling is often harder than buying because it requires a "lack of clear criteria" to overcome. In the current environment, "selling" doesn't necessarily mean exiting the market, but rather . but rather .