Can The AI Driven Rally Continue? | Weekly Roundup

the gap between Brent and WTI is closing... brought this WTI to Brent spread in, which as a longer-term play, I think if we're running our reserves down... I would think some sort of premium stays in here

you're kind of bullish on housing because of that.

I'm not sure that the tech leadership really has much more legs. Like today was NVIDIA's earnings and every it's a $6 trillion company. It's like almost 10% S&P. It's very hard to surprise on that. And so that's kind of the last big catalyst.