2026-05-11：The 2026 "AI Workforce Replacement" Has Officially Arrived, And It's Crushing Cloudflare's Stock

A record-setting market is hiding a strange contradiction: the S&P 500 is stretched more than seven percent above its 50-day average, yet barely half its stocks are keeping up. In this episode, we follow the fault lines beneath the melt-up, from Cloudflare’s shocking 20 percent workforce cut tied directly to AI agents, to Apple’s quiet supply-chain power move with Intel, to Rocket Lab’s backlog surge that may separate it from the space-SPAC crowd. But the real twist is the market’s split personality: bullish AI leadership on one side, rising oil, higher yields, Tesla’s China slump, and railroad merger resistance on the other. Is this still a durable rally, or a thinner one than investors want to admit? Read the full report: https://deepmarket.report/en/report/us_stocks/2026-05-11