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Bodner: Expect "Choppy" September, NVDA Set Stage for End of 2026 Rally
Source: youtube.com
Artificial IntelligenceCommodities & Raw MaterialsMarket Technicals & FlowsInvestor Sentiment & PositioningCorporate Earnings
Expect September to be choppy for stocks, with macro conditions and fund flows pointing to ongoing rotation, particularly into commodities. Despite that caution, the “AI trade” remains supported by Nvidia’s earnings, suggesting relative strength for AI-linked equities even as broader markets face near-term volatility.
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mildly positive
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