S&P 500 Cyclicals vs Mega-Cap Tech: Is Earnings Breadth Replacing the AI-Only Trade?
27.1% EPS growth with 84% beats in Q1 2026, per FactSet; Broadcom’s drop spurred rotation. Breadth may challenge AI leadership.
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27.1% EPS growth with 84% beats in Q1 2026, per FactSet; Broadcom’s drop spurred rotation. Breadth may challenge AI leadership.
Central banks' gold buying surge and shift to domestic storage may alter global gold trading dynamics, impacting market liquidity and stability. The post Central banks bought 244 tonnes of gold in Q1 2026 as storage strategies shift toward domestic vaults appeared first on Crypto Briefing.
Q1 2026 RWA‑perp volume hit $524.8B while May CEX trading fell 5.8%. We unpack HIP‑3 wrappers, risks, fees, and whether flow is shifting to DeFi.