Capitol agenda: House GOP budget faces Senate reality check PoliticoAre House and Senate Rs even talking? Punchbowl NewsMike Johnson's government funding gambit AxiosThune's Senate Warning & The Israel Aid Divide puck.newsJohn Thune casts aside 'Trump's whims' as 'GOP bickering' rattles party: report rawstory.com
The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.
