Daily Pulse - 2026-05-09
The S&P 500 and Nasdaq remain in confirmed uptrends, driven by a narrow but powerful surge in semiconductors and a rotation into software/infrastructure.
Stratechery by Ben Thompson
2 cited calls across 2 public pulses.
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Daily Pulse - 2026-04-01
Markets are reacting to conflicting signals regarding the Iran conflict; while recent peace rhetoric provided a short-term relief rally, the structural energy deficit remains un...