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- May 11 Tug-of-War" between AI-driven euphoria and a fresh geopolitical frost
May 11 Tug-of-War" between AI-driven euphoria and a fresh geopolitical frost
$ANET $VRTX $MU
Mukund Mohan
May 11, 2026
Market
“The primary engine remains the "Silicon Supercycle." Intel $INTC ( ▲ 3.62% ) surged another 5% following news of a landmark chip-manufacturing deal with Apple $AAPL ( ▼ 0.13% ) , while Qualcomm $QCOM ( ▲ 8.42% ) jumped 9% to a record high on an analyst upgrade.” 😊 😋
Nasdaq and S&P 500 Hit New Intraday Records Before Stalling as Trump Rejects Iran Peace Terms and Oil Hits $101
The market is essentially two different worlds: the "Digital Economy" (Chips/AI) is powering through record highs, while the "Physical Economy" (Transportation/Manufacturing) is buckling under the weight of $100+ oil.
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Video of the day
Today’s video is on Micron $MU ( ▲ 6.5% ) the memory leader.
