The Great Rotation: Navigating AI Infrastructure and Sticky Inflation

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1530. In this update, Sunny SideUp analyzes the current market 'tugofwar' as investors rotate from legacy software into the real economy. Key highlights include the surge in industrials like Caterpillar due to AI data center demand, the impact of 3.0% Core PCE on potential Fed rate hikes, and strategic recommendations for diversifying into energy, financials, and defensive healthcare sectors.

Episode metadata supplied by the publisher feed · Published Feb 26, 2026

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The Great Rotation: Navigating AI Infrastructure and Sticky Inflation

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