Gold, silver, miners and copper led the latest theme tape, while cannabis, blockchain, solar and energy beta lagged as investors balanced strong Q2 earnings with AI-capex scrutiny and Friday’s payrolls risk.
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Software and cybersecurity are leading as AI demand broadens beyond semiconductors, while hydrogen, cannabis, space and select semiconductor sleeves lag after a strong May momentum run.
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Hydrogen, space, semiconductors and disruptive technology are leading as oil and yields fall, while blockchain, cannabis, China internet, biotech and metals lag.
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Theme Signal AI infrastructure, semiconductors, clean energy and energy-linked themes are leading, while crypto/blockchain, cannabis, biotech, precious-metals miners and high-beta innovation lag. Investment Digest The thematic setup remains constructive but more selective as the market digests a crowded mix of Mag 7 earnings, higher oil volatility, firmer geopolitical risk premia, and a less supportive positioning
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The 4/24 setup points to a thematic market where semiconductors, infrastructure, and clean energy are holding leadership, while software, cannabis, and high-beta speculative themes are weakening as oil stress and post-rally fatigue build.
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Thu, Jan 29, 2026 | U.S. Morning Setup Macro & Equity Setup S&P 500 futures +0.2% in early Thursday trading after U.S. equities finished flattish/mixed on Wednesday. Tech is leading again pre-market, while defensives and some consumer-facing groups are softer. Overseas, Asian equities were mixed (South Korea and Hong Kong stronger; Taiwan/India/Indonesia weaker) and Europe
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