Tag Archives | WDIGEST

MIB Digest: The AI Stampede Hits Record Highs While the Consumer Hits a 74-Year Sentiment Low

Iran peace optimism crashed WTI 9% Wednesday before ceasefire violations partially reversed it — oil fell –7.73% WoW, consumer gas near $4.55. Into that geopolitical tape, AMD’s Q1 Data Center revenue (+57% YoY) and the preliminary Apple–Intel foundry deal ignited AI semiconductors: Micron crossed $800B, INTC surged 25%, Nasdaq 100 +5.50% while the NYSE Composite fell –0.43%. April NFP exploded to +115K (vs. 65K consensus), cementing Fed on hold through 2027 — but Michigan Consumer Sentiment crashed to a 74-year record low, and a simultaneous hawkish Fed pivot by Musalem, Goolsbee, and Hammack put rate hike optionality on the table.

Read full story · Comments are closed

  PLEASE NOTE : The next SuperIndex bi-weekly report scheduled for 6th July has been moved out by 1 week and we will resume bi-weekly publication from Monday 13 July 2026.