Markets surged this week on a temporary US–Iran ceasefire, easing oil prices and sparking a rotation out of energy into tech. Meanwhile, Fed minutes revealed a sharply divided outlook on rates, casting doubt on expected cuts and shifting focus toward inflation and rate-sensitive sectors. On the long-term front, the AI boom continues to accelerate, with massive infrastructure spending creating opportunities beyond big tech—especially in energy and utilities.

Check out this week's Rich Habits newsletter: S&P 500 Could Finish Down -9.7% in 2026

And the latest Rate of Returns newsletter: Earnings Reports Return Amid War Issues