AI Rotation, SpaceX Mania & The Iran Deal: Is the Market Changing Leadership?

(AI Narrated) In today’s Market Intelligence Report, we break down the continued rotation away from crowded AI and semiconductor trades and into financials, industrials, housing, consumer stocks, and other overlooked sectors.We discuss:✅ The U.S.-Iran peace framework and reopening of the Strait of Hormuz✅ Why oil prices have collapsed and what it means for inflation✅ The growing “broadening out” trade across the stock market✅ Signs of fatigue in the AI infrastructure boom✅ Microsoft’s reported cancellation of a major Oracle cloud deal✅ Why investors are questioning AI spending and monetization✅ SpaceX mania, retail FOMO, and the biggest IPO in market history✅ Kevin Warsh’s first major Federal Reserve meeting✅ Treasury yields, Bitcoin, gold, and the macro outlookPlus, we discuss what GAR Capital is watching over the next several days and why the next 48 hours could determine whether this market rotation becomes the dominant theme of the second half of 2026.If you’re an investor, trader, or simply want to understand what’s driving markets beyond the headlines, this episode is for you.📈 Join the GAR Capital Discord CommunityDaily market intelligenceTrade ideas & market recapsLive market coverageMacro analysis & trader development