[07.07. Global Market Review] US Markets Rally on AI Rotation, Trump Account Launch and Macro Shifts [Jt8329ed4aE]
US equities pushed higher after the holiday, driven by a rotation between semiconductors and big tech, the rollout of the Trump Account, and mixed macro signals. This script breaks down the key moves in chips, hyperscalers, policy-driven liquidity, and what it means for the next leg of the rally. #USMarkets, #AI, #Semiconductors, #BigTech, #NVIDIA, #AMD, #Broadcom, #Meta, #Tesla, #Microsoft, #TrumpAccount, #Robinhood, #Fed, #InterestRates, #OilPrices, #StrongDollar, #Bitcoin, #Crypto, #StockMarket, #Investing, #S&P500, #Nasdaq, #DowJones, #CapEx, #Inflation, #TechStocks, #MarketOutlook, #Equities, #Macroeconomics, #WallStreet