Today’s Market Pulse breaks down a striking split in the tape: Broadcom sells off and pressures the AI trade, while the Dow pushes to fresh record highs. We unpack what drove the divergence, why investors are rotating beneath the surface, and what the move says about market leadership, megacap tech fatigue, and the broader risk appetite heading into the next session.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.