Fed Rate Hike Expectations Return as Inflation Surprises Market Participants Bridgewater Associates Shifts From Enterprise Software to AI Infrastructure Reducing SaaS Positions Upstart and LendingClub Weighing the Two AIPowered Lending Platforms in 2026 Dow Leads as Defensive Sectors Outperform Tech Lags Amazon Reports Record Thanksgiving Holiday Week Sales and Item Volume AI Accelerates Drug Discovery for Brain Disorders Researchers Suggest April CPI Rises 38 Annually Exceeding Expectations and Marking Highest Since May 2023