Lauren Solberg

The stocks that had been the market’s leaders are now lagging.

The AI infrastructure boom has driven huge rallies in many of these stocks.

iShares VII PLC - iShares NASDAQ 100 UCITS ETF led stock ETF returns in May while iShares Core MSCI World UCITS ETF lagged.

iShares Core MSCI EM IMI led stock ETF returns in 2025 while iShares MSCI USA CTB Enhanced ESG lagged.

Consumer Price Index rose 0.5% on the month before, higher than forecasts.

These stocks and the key trends behind them are critical for understanding the AI investment landscape

Softening core inflation means the Federal Reserve is unlikely to increase interest rates next week

If the hegemony of the US's top seven stocks ends, it could indicate investors are now playing ball on a very different field

With new data showing inflation has been stronger than previously reported, the Fed is seen keeping rates higher, longer

As inflation is falling, some experts think the US Federal Reserve could halt increases at the March meeting