@investwithgigi: The S&P 500 just snapped a historic 10-week winning streak, triggered by a massive May jobs shock. The U.S. added 172,000 jobs—crushing the 88k estimate—largely due to a massive World Cup hiring surge in hospitality. This completely flips the inflation narrative. Traders are now pricing in a Fed rate hike, creating a critical pivot point for Canadian investors navigating U.S. markets, especially with political pressure mounting on the Fed. The immediate fallout? A brutal rotation out of semiconductors. Broadcom, Nvidia, Micron, and AMD all tanked this week amid hawkish fears and geopolitical uncertainty. But when the dust settles, capital will inevitably rotate back to AI infrastructure. Follow if you want more deep-dive stock market research.

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Saturday 06 June 2026 01:26:21 GMT