Big-Tech Bounces Back; Bullion & Black Gold Breakdown

Macro data was positive today (home prices stable - helping with affordability - and consumer confidence rebounding) as the micro meltdown took a break as Anthropic's Enterprise Agents event prompted some optimism that Claude was not about to kill every SaaS stock in the world: with model providers are unlikely to displace software incumbents and are instead positioning themselves and their agents to be an orchestration layer on top of existing and incumbent systems.