In this short clip from Live Trading Room (Jul 15, 2026), Samantha LaDuc believes the broader market can continue grinding higher and still expects the S&P 500 to fill its upside gap, but she sees AI infrastructure entering a healthy distribution phase after extraordinary gains, with upside becoming increasingly limited.
Instead of chasing semiconductors after blockbuster earnings, she favors following the ongoing rotation into Chinese internet stocks and carefully chosen oversold software names, while watching geopolitical risks, inflation trends, and IGV's ability to reclaim key resistance for clues about the market's next major move.
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