The perspective of mainstream says:
- Investors showed cautious confidence as the DOW hit a record high, but tech stocks faced a slump.
- Apple's CFO transition marked the end of Luca Maestri's revenue-boosting era.
- U.S. oil prices spiked due to Middle East tensions, with Asia-Pacific stocks mirroring losses in the U.S. market.
- The potential Boeing space business sale reflects broader industry challenges, with SpaceX overshadowing traditional players.
- UBS remains optimistic about AI's growth potential supporting the market, despite tech stock volatility.
- The market's resilience amidst sector rotations signals a complex landscape ahead, requiring adaptability and strategic positioning for investors.