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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at a handful of the biggest winners of the AI trade in addition to the intraday reversal in the S&P and Nasdaq (page 1). Pivoting back to AI, we then look at the consistent string of overbought readings in our AI Basket (page 2). We follow up with a rundown of the latest earnings (pages 3 and 4) and then switch over to economic data including a look at jobless claims (page 5), personal income and spending (page 6), and the Employment Cost Index (page 7).
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