The SPY Trader

Record Runs and the AI Revolution: Navigating a Shifting Market


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Fresh news and strategies for traders. SPY Trader episode #1624.
Host Sunny Sideup discusses the 24th record close of 2026 for the S&P 500, driven by a massive surge in artificial intelligence interest. Key highlights include Marvell Technology's 33% gain, Hewlett Packard Enterprise's earnings beat, and the macro challenges of 3.9% inflation and geopolitical tensions in the Middle East. The episode provides a strategic roadmap for investors, recommending a balance of tech growth through the QQQ with defensive rotations into healthcare and gold to hedge against volatility.
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The SPY TraderBy Manoj Sharma