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🟢 05.25 - 05.29 | M-Point Weekly Recap🔎 AI pushed U.S. equities to fresh highs again. Now payrolls are up next: will rates continue to cooperate? 1/ Last Week’s Recap · Market: The S&P 500 advanced for a ninth consecutive week, while the Nasdaq led with a 2.4% weekly gain; oil prices cooled and the VIX fell to 15.32. · Logic: The key story was “AI delivery + cooling oil prices.” PCE remained somewhat hot, but $DELL.M , $NTAP.M , and $NOW.M continued extending the AI trade from servers and storage into enterprise software. · Signal: Indexes continued making new highs, but leadership remained concentrated in AI. The market isn't buying everything. It’s rewarding companies that can deliver real orders and revenue growth. 2/ This Week’s Watchlist · Nonfarm Payrolls: The most important event of the week. Markets will focus on employment, unemployment, and wage growth to see whether rate pressure could reaccelerate. · PMI & JOLTS: Watch for signs of cooling business activity and labor demand. The risk remains a market facing “sticky prices but slowing growth.” · AI Earnings: $AVGO.M and $CRWD.M take the baton, testing whether spending on custom chips, networking, and cybersecurity can continue to justify the AI narrative. 3/ Strategy & Focus · Red Lines: 4.45% on the 10-year Treasury yield and $90 WTI crude. If both break higher, high-valuation AI assets could face renewed pressure. · Main Theme: The AI trade is expanding beyond GPUs into servers, storage, and enterprise software. Whether the rally can continue depends in part on whether payroll data avoids reigniting rate concerns. #MSX #OnChain #USStocks #AI #MarketWeekly