Nejc Cajner @cYnar_xx: "📰 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐜𝐚𝐩 – 𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲,..."

Slovenia

📰 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐜𝐚𝐩 – 𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟏𝟎 Another eventful day on the markets — tech continues to dominate the headlines, with AI and data infrastructure remaining the main driving forces behind investor sentiment. While the broader indices took a slight pause, key players such as Nvidia, Microsoft, and Amazon continued to shape the narrative for the decade ahead. 📌 $NVDA (NVIDIA Corporation) NVIDIA's stock hit a new all-time high after reports revealed that the U.S. approved billions in chip exports to the UAE, expanding the company’s international reach despite global trade restrictions. This highlights Nvidia’s unique positioning as both a tech and geopolitical powerhouse in the ongoing AI arms race. 📌 $MSFT (Microsoft) According to Bloomberg, Microsoft forecasts indicate that the global data center crunch could last until 2026. Demand for AI infrastructure — from GPUs to cooling systems — continues to outpace supply. This reinforces the long-term investment case for companies powering the AI ecosystem, not just the front-end applications. 📌 $AMZN (Amazon.com Inc) Amazon announced the relaunch of its AI agent for workers, a direct competitor to ChatGPT and Copilot. The move shows Amazon’s intent to stay relevant in the AI productivity space, integrating the tool across its AWS ecosystem. Investors see this as a strategic response to maintain its dominance in enterprise AI solutions. 📌 U.S. Economic Outlook Treasury Secretary Bessent noted that the U.S. closed fiscal year 2025 with a lower deficit-to-GDP ratio and expressed optimism heading into 2026. Fiscal improvements, combined with cooling inflation, continue to support a “soft landing” narrative — though markets remain watchful for Fed guidance. 📊 𝑻𝒂𝒌𝒆𝒂𝒘𝒂𝒚 After several days of strong gains, the S&P 500 and Nasdaq took a breather, as traders locked in profits. Tech remains the key driver, while macro sentiment stays cautiously positive. The AI race continues to reshape the market — but as valuations climb, the key is to separate real productivity enablers from hyped narratives. Patience and selectivity remain vital traits for long-term investors. Best regards, Nejc. $SPX500 $BTC

5 Mentioned

NVDA

NVIDIA Corporation

MSFT

Microsoft

AMZN

Amazon.com Inc

SPX500

BTC

Bitcoin

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