The story today
1Infrastructure rally. CoreWeave surged +24.1%, leading gains in energy and AI infrastructure plays, with Fermi and Fervo also jumping +18.1% and +15.4%.
2Real Estate pops. Real Estate sector climbed +10.1% while Comms fell -5%, signaling a broad rotation away from tech communication stocks.
3Risk stays elevated. 918 risk signals span 464 companies despite no major earnings catalyst; 263 stocks down over 2.5% this week signals underlying volatility.
