AI Excitement Makes Investors Say 'I Need a Hero!' to Microsoft and Meta!

Like an Onion This Market Has Layers!

Well hello there! Shrek here reporting live from me swamp. Seems like everyone's gone and lost their minds over these fancy AI thingamajigs. Microsoft and Meta they came out with these reports that are stronger than Donkey's breath after a garlic eating contest and suddenly everyone's forgettin' 'bout them tariffs. Remember when Trump came out waving those tariff charts like he was tryin' to scare away a dragon? Seems like yesterday! But now it's all AI this and AI that. Makes me wanna yell 'What are you doing in my swamp?!'

ETF? More Like Ee Tee Phone Home!

This Roundhill Magnificent Seven ETF (MAGS) – sounds like somethin' out of a wizard's spellbook – it's back above where it was before all this tariff hullabaloo. And the Technology Select Sector SPDR Fund (XLK) which is basically Microsoft's biggest fan it's also back to normal. Makes you think doesn't it? Are these investors as fickle as Fiona before she had her morning coffee?

Cloud Computing? Sounds Like Donkey's Dream!

Some fancy pants strategist from Deutsche Bank a Marion Laboure says folks are cheerin' 'bout Microsoft's cloud computin' sales and Meta's promise to be the 'AI leader'. Cloud computin'? Sounds like somethin' Donkey would dream up! He'd probably try to live up there. It's still not all sunshine and rainbows though. These funds are still down for the year but at least the chart watchin' traders can breathe a little easier. Maybe they can finally relax and have a nice bowl of swamp soup.

Institutional Investors? More Like Institutional Intimidators!

Apparently the big money folks the 'institutional investors,' they were hidin' under a rock in April. Too much huffin' and puffin' in the market for their liking. Now they're tiptoein' back in after short coverin' hedge funds and retail investors took over. It's like when the villagers finally stormed my swamp – except this time they're bringin' their wallets instead of pitchforks!

Goldman Sachs Says 'Feel the Love!'... Or Maybe Just the Money.

Goldman Sachs now those are some smart cookies or maybe just some very clever Gingerbread Men. They say they're seein' more long term investors buyin' up stocks. That's a good sign I guess. Makes you think maybe this AI thing ain't just a flash in the pan. But let's not get ahead of ourselves there's more tech results comin' later. Apple and Amazon? We'll see if they can live up to the hype or if they'll end up like Lord Farquaad – short and not so sweet.

Jobs Report: Will It Be Happily Ever After or Just Another Day in the Swamp?

And don't forget the jobs report! This is the first one since all this tariff business started. Will it be all sunshine and rainbows or will it be like walkin' through a field of thistle? Only time will tell. But Shrek here says don't get too caught up in the fancy numbers. Just remember to enjoy the simple things in life like a good mud bath and a hearty bowl of swamp stew. After all ain't nobody wants to live a life that's one long chart readin' session! And maybe lay off the AI stuff for a bit. Go outside ya know? See a real tree. Hear a real donkey. And remember ogres are always in layers!