Macro, AI and Re-Ratings: Markets Juggle Jobs Data, Fed Odds and a Surge of Stock-Specific Re-Rates

$BTC — Today’s tape mixed macro-driven volatility and concentrated re-ratings: a stronger jobs report pushed Fed-hike odds higher and pricked bitcoin below $60k, while company-specific moves — from Trulieve’s NYSE up-list to Caterpillar’s data-center strength and a flurry of analyst revisions — reshaped sector narratives. The net is a market balancing optimism about AI and infrastructure against rising rates and stretched valuations.