Walmart earnings, spending data, and more AI disruptions: What to watch this week
View original at finance.yahoo.comWalmart earnings, spending data, and more AI disruptions: What to watch this week AI turbulence was the dominant theme in markets last week, with software, real estate, financial services, and logistics stocks all facing selling pressure on worries about the scale of AI-related disruption to their businesses…
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Every rose has its thorn - economic data was not without flaws
80% confidenceThe AI disruption-led selloff in February has been driven by the legitimate belief that AI-driven change is coming faster not only to software, but to many other sectors
80% confidenceThe glaring theme underneath the surface for not just Tech, but for every corner of the market right now is an aggressive shoot first ask questions later for any area of the market that has an AI headline
80% confidenceThe categories that surprised to the upside in CPI — non-vehicle goods and non-shelter services — are the ones that matter most for inflation persistence
80% confidenceThe timing of AI disruption remains indeterminate, and the fog of uncertainty is unlikely to dissipate quickly
80% confidenceThis environment of relatively strong growth, juiced by higher tax refunds from the One Big Beautiful Bill Act, an improving job market and a continued trend of lower inflation will keep interest rates in a steady range as we await Kevin Warsh's fresh perspective at the Fed
80% confidence