daily digest
Jobs bounce and oil-geopolitics keep rates and commodity risks as the market’s gating forces June 6, 2026
Jobs resilience lifted rate-sensitivity; energy headline risk keeps producer capex and downstream margins on edge.
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daily digest
Memory and infrastructure are the new locus of AI-driven capex — second‑order suppliers lead the next leg May 27, 2026
Micron and SanDisk join the AI rally as evidence shifts from a GPU‑centric story to a broader infrastructure cycle for data centers.
Asthi Research is general market commentary, not personalized investment advice. Public digests cite source coverage and become more useful when signed-in investors map themes back to their own holdings.