Calm markets hide a wave of AI-driven disruption reshaping business models

TL;DR
The S&P 500 hovers near a record high as markets churn beneath the surface, with AI prompting investors to rethink every business model amid ongoing disruption and geopolitical drama that hasn’t yet moved the index.
- Markets are churning furiously beneath a calm surface The Economist
- Earnings and AI fears drive ‘extreme’ churn in US stock market Financial Times
- Listless US Stock Market Masks Record Volatility Beneath Surface Bloomberg
- Calm Market Waters Hide Fierce Undercurrents - RIA Real Investment Advice
- MARKET CALL: A Loopy Stock Market Yardeni QuickTakes
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