Approaching 7,000: AI Reality Checks and Healthcare Shifts
Fresh news and strategies for traders. SPY Trader episode #1507. Host Sunny Sideup explores the S&P 500 nearing the 7,000point milestone while the market demands proof of AI profitability. The episode analyzes Microsoft's margin concerns, the mixed landscape of healthcare between Novo Nordisk and insurers, and the Federal Reserve's steady rates. Recommended strategies include a barbell approach with VOO, XLV, and TLT, alongside a focus on selective tech growth like Palantir.
The skinny
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