“We’ve seen the hyperscalers that have been wanting to spend more, without backing up with profits, getting penalized. But then you have Microsoft, which isn’t spending any more than it forecast and is growing its cloud business. That’ll remain key."

"I expect a volatile week with the Fed, tech results, and a bunch of European inflation data coming out. Moreover, the Iran situation is still very fragile. For now, the President…

“It’s really rare to have the market split just hours ahead of a Fed decision. That means some investors will necessarily be hurt. A hike could have harsh consequences on equities…