Posts Tagged ‘APLD’
AI Stocks and Tech Just Got Wrecked. Here’s What I’m Watching.
AI leadership cracked as QQQ fell roughly 5.5%, even while rotation lifted other sectors. Evan examines why CoreWeave credit concerns matter and why…
Read MoreNothing Is Working Anymore. The Indexes Are Hiding The Lack of Momentum.
Major indexes remain close to their highs, but traders face a far tougher market underneath. Hawkish rate expectations strengthened the dollar, pressured…
Read MoreThe AI Infrastructure Top and Apple Saves the Indexes
AI hardware stocks suffered a sharp reset as strong earnings from Taiwan Semiconductor and Micron failed to satisfy investors, raising questions about whether expectations have moved too far ahead of fundamentals. Semiconductors and momentum names remain damaged, while the broader indexes are being
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