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Capital rotates from megacap tech into financials and energy as JPM crushes Q2 estimates (EPS +33%) and oil rallies 13.8% weekly. Nasdaq-100 down 3.28% monthly while Russell 2000, financials, and ene…
US megacap tech stocks, including Nvidia and Microsoft, face a sharp valuation reset amid geopolitical tensions, rising yields, and AI spending concerns, but improved valuations and strong earnings g…
Nvidia's upcoming earnings report could reignite optimism amid AI-driven tech sector uncertainty, with broad market catalysts and Fed signals influencing sentiment this week.
Alphabet reported strong earnings but plans steep AI spending increase of $175-$185bn, raising investor concerns amid fragile tech sentiment and rotating market preferences. Monetary policies remain …
Megacap tech stocks, including Alphabet (GOOGL), declined amid broad market weakness and profit-taking. Safe-haven demand boosted bond prices, while crude oil gained on geopolitical tensions. Limited…