From Chips to Code: Navigating the AI Software Pivot

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1668. Penny Profitt analyzes the current market landscape following the Fed's rate hold, highlighting a strategic rotation from AI hardware to software services. The episode explores the S&P 500's record highs, the healthcare rally fueled by weightloss drug breakthroughs, and the emergence of nuclear energy as a vital infrastructure play for the AI sector.

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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From Chips to Code: Navigating the AI Software Pivot

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