Cam Dawson of New Edge Wealth predicts that the upcoming inflation data could show a headline PPI print with a 6-handle.

Cam Dawson of New Edge Wealth predicts that the upcoming inflation data could show a headline CPI print with a 4-handle.

South Korea's KOSPI index reached a level 112% above its 200-day moving average, which Cam Dawson of New Edge Wealth qualifies as a classic price bubble.

Cameron Dawson of New Edge Wealth believes the equity market became overbought and narrow, with its upside driven by a small cohort of names, creating conditions for a pause in its recent rally.

The Philadelphia Semiconductor Index (SOX) would need to decline by another 13% to reach its 50-day moving average.

Unprofitable technology stocks have rallied 60% over the last two months.

Market expectations for AI capital expenditure growth for the current year have risen from 10% a year ago to 80%.

Valuations for semiconductor stocks have recently increased back up to 28 times forward earnings.

At the start of the year, valuations for semiconductor stocks had derated significantly to approximately 17 times forward earnings.

The Philadelphia Semiconductor Index (SOX) reached a level 76% above its 200-day moving average, indicating an extreme overbought condition.

The market is currently pricing in a 117% probability of a rate hike by the Federal Reserve by the end of the year.

S&P Global has decided not to relax its profitability rule for inclusion in the S&P 500 index.

Market participants are now expecting AI capital expenditure spending to increase from $1 trillion to $1.2 trillion.

Super core CPI, defined as core services excluding housing, is currently moving higher.

SpaceX is reportedly trading at a valuation of 80 to 100 times sales.

SpaceX's sales growth decelerated from approximately 30% to 15% in the first quarter.

Palantir's sales are projected to grow 72% this year, but its stock price has remained flat as it grows into its high valuation multiple.

Equity market supply is increasing due to a rise in IPOs and secondary offerings from companies like Google.

Market expectations for hyperscaler CapEx growth this year have increased from a projection of 10% a year ago to 80% today.

Palantir's stock traded at 90 times sales in the middle of last year.