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The market’s trying to hold up, but weakness is creeping in… mega caps are leading declines while select AI names fight to hold ground.

Mega Caps Drag as Market Dips

Despite some intra-day bounces, mega caps are weighing heavily on the broader index. Names like Amazon, Meta, Microsoft, and Netflix all showed cracks… something we rarely see in a stable uptrend. Their drop suggests that even the blue-chip engines are vulnerable in this fragile environment.

The soft turn in the top dogs isn’t necessarily a crash signal, but it's a warning that internal rotation is happening. Breadth feels weak, and the market’s ability to rally without those names participating is thin.

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AI/Datacenter Names Hold Firm Amid Volatility

Even with broader weakness, some AI and infrastructure plays are standing out. $IREN ( ▼ 1.8% ) jumped after announcing it doubled its AI cloud capacity with 12,400 additional GPUs, targeting more than $500M in AI cloud revenue by Q1 2026.

Meanwhile, $CIFR ( ▼ 17.54% ) had a wild ride: rallying 20% pre-market on Google-related news, only to flip and close down ~18%. The stock also issued $920M in convertible senior notes, which adds complexity to its capital structure and makes the moves more nuanced.

These names are proving more volatile, but they also show how money is still chasing infrastructure optionality even when the broader market struggles.

Pullback Brewing, Time to Watch for Entry Points

The setup is getting tense. We might be confirming weakness in what already looks like the “worst week of the year.” Markets are stretched, sentiment is fragile, and the backdrop suggests upside is harder than downside right now.

That said, corrections often carve out opportunity. Our aim now is to watch for strong setups in oversold leaders, especially in tech, AI infrastructure, and high-growth pockets. The market is reminding us: rallying without participation from ad tech, semis, or mega caps is dangerous territory.

Thanks for reading! Check out more content like this over on my X account.

Have a safe weekend!

Disclaimer: Wolf Financial does NOT offer financial advice. All content provided is strictly for informational purposes. Wolf Financial is not registered as an investment, legal, or tax advisor, nor as a broker/dealer. Please be aware that trading any stock or crypto-related asset carries inherent risks and may lead to substantial capital losses.