Tlx Pulls Back Market Rotation Hits Energy 20260403 1 800 Billion AI Spending Fuels GDP and Stock Market Gains as Real Wages Stagnate Consumer Spending Weakens UK Gilts Steady as Prospective PM Andy Burnham Seeks to Reassure Bond Markets Steel Stocks Surge as Government Extends Minimum Import Price on 66 Steel Products US Government Stake Speculation IonQ Micron Anduril Emerge as Traders Top Bets