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Daily Read # 12 AI Stocks Just Exploded Higher—What Changed?
Today, the market gave us a fascinating lesson in investor psychology.Two weeks ago, companies could deliver spectacular earnings—and their stocks still got sold.Today, the same kind of blowout results sent some AI stocks soaring 15%–20%.Same beats. Different mood.So what changed?This morning's CPI inflation report came in where investors wanted it: cooling, in line with expectations, and without a major surprise. With fears of another Federal Reserve rate hike easing, investors poured back into AI.Super Micro Computer jumped roughly 15%. Nebius surged about 19%. CoreWeave gained…
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