A lot of this market still comes down to one question: is AI creating durable new economics, or just pulling demand forward and hiding the bill for later? That question is showing up everywhere right now, from Micron and Apple to oil, cybersecurity, and even how companies plan to pay AI agents.

• Micron and the memory re-rating
• AI rally and hardware leadership
• NVIDIA, Arm, and export risk
• Apple's AI reset
• AI costs, infrastructure, and payments
• Regulation, ethics, and open-model risk
• Other market signals

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