Investors Are Betting Against Inflation and For Recovery

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”]PGlmcmFtZSB3aWR0aD0iNjQwIiBoZWlnaHQ9IjM2MCIgc3JjPSJodHRwczovL3d3dy55b3V0dWJlLW5vY29va2llLmNvbS9lbWJlZC9EYmdseVBCeGcyYz9zaT15em1iUnZwb2ZIOU0zVTZhIiB0aXRsZT0iWW91VHViZSB2aWRlbyBwbGF5ZXIiIGZyYW1lYm9yZGVyPSIwIiBhbGxvdz0iYWNjZWxlcm9tZXRlcjsgYXV0b3BsYXk7IGNsaXBib2FyZC13cml0ZTsgZW5jcnlwdGVkLW1lZGlhOyBneXJvc2NvcGU7IHBpY3R1cmUtaW4tcGljdHVyZTsgd2ViLXNoYXJlIiByZWZlcnJlcnBvbGljeT0ic3RyaWN0LW9yaWdpbi13aGVuLWNyb3NzLW9yaWdpbiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPg==[/video_player]

Note: My friend and colleague Gianni Di Poce will be on TheoTrade Live tomorrow morning to talk about how to use AI for a shot at doubling the markets. AI looms large right now…

We were treated to an unexpectedly strong second-quarter GDP print today – 2.8% on an annualized basis. That’s almost double last quarter’s performance.

So you might think we’re firmly in “growth” mode out here in the wider economy, but today’s sector-by-sector price action looked more like a recovery or early growth phase.

But you’ve got to take what you’re given. Industrials, energy, and financials all outperformed but gold and (surprise) tech stocks took a beating.

In fact, a lot of tech and AI stocks fell back to lows – and some, like MSFT and GOOG are still falling as investors start to question the AI narrative. Stocks like AI and PANW are at support and defending key levels.

So let’s talk about what we should be doing with all of this.

More from TheoTrade

Software Just Beat The Chips

Two Readings Landed On 7742

3 Scenarios That Could Play Out in This Market

Tuesday, August 11, 2026 – Tony’s Pre-Market Playbook

Hedgers Are Pricing A 10% Drop

The Stock You Cannot Afford To Sell


Most Recent

Software Just Beat The Chips
Two Readings Landed On 7742
3 Scenarios That Could Play Out in This Market
Tuesday, August 11, 2026 – Tony’s Pre-Market Playbook
Hedgers Are Pricing A 10% Drop

Get educational market insights sent right to your inbox.

As Seen In