Market sentiment has made a huge reversal. Here’s why and what it means going forward

Market sentiment has made a huge reversal. Here’s why and what it means going forward

Something unusual happened in the past few weeks. Ned Davis Research said its Daily Trading Sentiment Composite swung from extreme pessimism to extreme optimism in less than three weeks. Through Monday’s close, the indicator sits at 63.3. A reading above 60 indicates excessive optimism. This swing has also been reflected in the U.S. equity market….

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Hyperscaler AI spending could slow down if Oracle shows ‘discipline’

Hyperscaler AI spending could slow down if Oracle shows ‘discipline’

CNBC’s Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers’ enormous artificial intelligence spending, saying the OpenAI partner should show “discipline.” “Oracle already has a huge amount of debt. Their balance sheet’s not that good. At some point, they’ll heed the warning of the bond market and slow things down,”…

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