
Nvidia pushed higher Thursday while SpaceX slid again, leaving more distance between the heavyweights as bets on AI infrastructure keep pulling in cash. SpaceX logged a second day down from its earlier high of $225.64 this week. Nvidia closed at $210.69.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.