AI Rally Extends

40%its chance, of the story’s futures

+0.7%on the S&P 500, if it happens

The most likely near-term path is a continuation of the rebound as investors buy AI, cloud and semiconductor leaders after the late-October correction. Apple remains a drag, but the index advances because breadth in other large technology names offsets the iPhone maker’s margin concerns.

What it moves

Technology+1.3%
Business Services+0.2%
Telecommunications+0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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