AI Jesus Is Still at the Wheel

Doubt replace by doctrine

The S&P 500 is up 9.83% the past 10 trading days, for the best 10 day gain since coming off the COVID lows in March 2020.

Just weeks ago, this was a one-way de-risking. Now? A face-ripping rally powered by AI hype, record buybacks, and a flood of capital back into equities. Ignore the war, ignore the macro, this market has one driver again: flows, momentum, and “AI Jesus” firmly back at the wheel. Here are seven AI observations on what has been driving this.