How AI Demand & U.S.-Iran War Control the Stock Market

Dale Smothers believes the market is trading on two assumptions: AI demand continuing and the U.S.-Iran conflict coming to an end. He labels AI demand as the most important, saying we're seeing new all-time highs in the S&P 500 (SPX) because of it. "Over the past 45 days, the market has gone straight up solely due to AI demand," Dale says.

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