AI Ate the Oil Shock for Breakfast
AI stocks pushed through the oil shock, but the market is not as calm as the record highs suggest. Today we cover the S&P and Nasdaq at fresh records, oil back above the danger zone, mortgage rates in the mid-6s, soft spring housing data, Dream Finders’ bid for Beazer Homes, the Senate’s upcoming crypto and stablecoin fight, and a Tax Law Radar on 100% bonus depreciation. Plus: the hot sales idea every banker, broker, and sponsor should use today. Also featuring a subtle nod to the SIMERP employee benefit program and GRO GROUP’s up to 100% financing options for data centers, solar farms, oil…
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