This market still feels like it runs on two fuels: AI optimism and pure trader adrenaline. The tricky part is that the biggest winners keep getting bigger, while volatility, inflation, and geopolitics all keep lurking just off to the side.

• Chips leading a very narrow rally
• AI build-out and the economic backdrop
• Crypto tied to macro, not living in its own world
• Volatility, zero-DTE, and what traders prefer
• Oil, inflation, currencies, and commodities
• Sentiment, speculation, and a few corporate notes

This podcast was created with Podkey. Make your own at https://podkey.fm