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How US-Iran tensions triggered a rotation from tech to value, lifting SPY 1% — Market Wrap Jul 9, 2026

Today's AI insights from 7horns.ai reveal a complex market reaction to the collapse of the US-Iran ceasefire. Despite renewed military tensions and oil sanctions, the S&P 500 ETF (SPY) is poised for a 1.02% gain over the next five days, supported by a strong bullish signal from advanced quantitative models. Investors are rotating capital away from high-beta tech giants Nvidia and Microsoft, which show bearish trends, and from Bitcoin, which holds a 60.4% probability of decline. Instead, money flows into value sectors like infrastructure, utilities, and heavy machinery, underpinning broader…

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