AI stocks plunge. Inflation heats up. Where we're still finding opportunities

The sinking AI trade rattled last week's market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism.

AI stocks plunge. Inflation heats up. Where we're still finding opportunities

TL;DR

  • AI trade experienced a significant downturn last week, impacting the market.
  • Solid earnings reports from banks offered a positive counterpoint.
  • A rotation of investment away from the tech sector also contributed to market optimism.