Home Market Outlook Today's Market Summary Strong results from companies like Advanced Micro Devices, NVIDIA, Corning, and Amazon reinforced the market’s belief that AI infrastructure spending remains in a powerful expansion phase, despite growing concerns around valuation and capital intensity. Investors rotated aggressively into software and cybersecurity stocks following strong earnings reports from Fortinet, Twilio, Datadog, and Akamai Technologies, signaling renewed confidence that select SaaS and cybersecurity firms can monetize AI rather than simply be disrupted by it. Economic data painted a picture of a US economy losing momentum without fully rolling over, as softer labor trends, weak consumer sentiment, and slowing real wage growth contrasted with resilient manufacturing activity and stable jobless claims. NicoElNino/iStock via Getty Images By Ryan J.…