MENGENAI EPISOD INI
A tech-driven pullback weighed on markets as oil jumped on geopolitical risk. The S&P 500 slipped 0.42% while the Nasdaq-100 fell 1.34%; small caps were essentially flat. Rotation into energy, defense and cyclicals contrasted with weakness in AI-linked names and consumer retailers.
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DALAM EPISOD INI
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CARI EPISOD LEPAS
Cari episod lepas bagi Alpha Casts - AI Market Intelligence.
EPISOD LAIN DALAM PODCAST INI
$POET — Why AI Stocks Like $POET, COHR, LITE, AAOI Swing on a Yo-Yo
$AAPL — Argenx tumbles after a Phase 3 futility read and an external probe; Broadridge’s distributed-ledger repo sees $7.5T in September; Apple hires a dedicated M&A chief. A broad pattern of securities litigation and regulatory/product catalysts drove sector rotations today.
People in Glass Houses Shouldn't File $100M ATMs
A volatile Treasury market, renewed oil supply fears and a string of company-specific shocks set the tone. Rising yields and supply risk are forcing a rotation out of rate-sensitive winners while idiosyncratic dilution and governance headlines amplify stock-level downside.
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