AI’s Second Wave: From Silicon to Infrastructure

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1641. Host Sunny SideUp breaks down a mixed market finish as PCE inflation hits a threeyear high of 4.1 percent. The episode explores the 'twospeed economy' driving a massive rotation from highgrowth tech like Apple into AI infrastructure plays like Caterpillar and Micron. Learn why industrial and healthcare sectors are becoming the preferred hedge against a hawkish Federal Reserve and rising 10year Treasury yields.

Episode metadata supplied by the publisher feed · Published Jun 25, 2026

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AI’s Second Wave: From Silicon to Infrastructure

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