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event-fomc-minutes

• Macro Spotlight 19 Aug 2026

  Macro Spotlight: Rotation Over Index Calm

  The latest Strat.ai market data snapshot points to a mixed market that looks calmer at the index level than it feels underneath. The broad index read was modest, but leadership moved away from the…

  themesector-rotation thememixed-regime eventFOMC-minutes eventearnings-calendar

• Ticker Spotlight — NVDA 20 May 2026

  NVDA - The Duration Test

  Nvidia already has the market's attention. This Spotlight asks a narrower question: can the next report extend the premium around its AI infrastructure story? The source packet shows fast growth…

  sectorsemis themeai-capex themeconcentration-risk themevaluation-premium eventearnings eventfomc-minutes