“If inflation continues to seem well-contained, even if it’s sort of sideways and gradually heading back down to 2%, then it continues to allow the Fed to focus on the labor market,” said Jeffrey Rosenkranz, portfolio manager at Shelton Capital Management. “If you don’t need to worry about inflation accelerating, then you can still ease a little bit to protect the labor market,” he added. “They don’t want it to deteriorate any further than it already is.”

Reimaging Cash Flow Generation with Covered Calls: Portfolio Manager Barry Martin discusses how investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.

These stocks will play a part in infrastructure to get AI centers to function, says Bruce Kahn, portfolio manager of the Shelton Sustainable Equity Fund (NEXTX).

Derek Izuel, CFA points to two things that could shake U.S. markets: a weakening U.S. Dollar, and investors turning to international stock markets.