Fermi’s plunge highlights stress in AI infrastructure as tenants fail to fund data-center leases. The AI trade looks overheated, momentum has stalled, and a reset may be needed before leadership shifts toward energy and infrastructure enablers.

Elliott Wave update covering gold, silver, and platinum with detailed wave counts, momentum analysis, and Fibonacci targets highlighting continued upside potential near term, along with growing risk of larger corrective phases ahead.

One year into Trump’s presidency, tariffs show limited success on trade balances, reshoring, or jobs, while contributing to softer growth, persistent inflation, and rising stagflation risks amid shifting and conflicting policy goals.

The oil market has come under further pressure with Russia-Ukraine ceasefire talks progressing

Zillow fell after reports Google is testing real estate listings in search. Alphabet’s scale makes it a credible threat, but Zillow’s improving earnings outlook and housing market recovery keep the long-term impact uncertain.