Is tech still the top dog? Strategist talks investor trends

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Apple Intelligence News

Worldwide Developers Conference,Investor Interest,Major Market

AI has been a significant driver for markets (^DJI, ^IXIC, ^GSPC) this week coming off of Apple's (AAPL) 'Apple Intelligence' showcase at its Worldwide...

)"Apple Intelligence" showcase at its Worldwide Developers Conference . The major market averages have calmed Friday morning, all opening the session lower as the Dow Jones Industrial Average even falls by over 300 points.

We have certainly seen this renewed excitement surrounding a handful of tech names this week which has really driven the broader markets to those all time highs.So what is the signal that's ahead we want? And I think that's gonna kind of be the, the story that we look at going forward until we really see that the fed is starting to ease its uh its interest rate policy.

So, you know, that is really the second part of the Fed's mandate is employment and employment is really starting to kind of, you know, rotate down a little bit. So, you know, I, I think one thing to take into consideration when you're looking at the elections, it's not necessary necessarily, you know, what happens in the oval office.

 

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