The market's looking at some major moves. Trump's making it clear there's no backing down on his policy direction now, signaling continued focus on his economic and innovation agenda.

Meanwhile, Netflix just committed a $59 billion investment—a massive play that's reshaping how Wall Street thinks about the streaming and entertainment space. This kind of capital allocation sends ripples across the sector.

But here's what's interesting: three AI stocks are flying under Wall Street's radar right now. Analysts aren't pricing in the full potential, which creates opportunities for those paying close attention. The disconnect between market pricing and actual fundamentals in certain AI plays suggests there's more to unfold in this space.

The takeaway? When mega-cap players make billion-dollar bets and policy shifts accelerate, smaller moves in overlooked corners of the market often follow. Keep monitoring how these macro signals translate to sector rotations.