Situational Awareness
📈 Indices closed green, but it was a two-speed session. S&P 500 +0.38% to 7,572.42, Nasdaq +0.62% to 26,269.23, Dow +150.25pts (+0.29%) to 52,658.52. The rally was carried entirely by mega-cap “AI spenders” — Amazon, Microsoft, Alphabet each ~+3%, Apple +4% to a record high — while AI-hardware “suppliers” got sold all session: Micr…
