Uploaded August 2026 | Updated September 2026, 2 weeks ago

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I would expect September to be a choppy month for stocks," says Jason Bodner of @MoneyFlowsCom, who talks about the macro set-up and fund flows into commodities suggesting a tone of market rotation for the new month. That said, he says, "the AI trade is alive and well" as highlighted by Nvidia (NVDA) earnings. Once the midterms are out of the way, he expects to see a strong year-end rally in the stock market.

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