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Brendan Ahern discusses the rotation out of the AI supply chain and into Chinese internet stocks as Beijing steps up support for domestic markets. He highlights Alibaba (BABA), Tencent, JD.com (JD) and PDD Holdings (PDD), while examining the selloff across Asian semiconductor markets and heavy inve…
Applovin (APP) shares spikes up to three-month highs even as the Nasdaq-100 (NDX) sells off more than 6%. The software company beat earnings and guidance. Marley Kayden reviews several analyst upgrades for Applovin and gauges the stock's outlook amid the steep tech selling. Joe Tigay with Equity Ar…
Barry Knapp discusses the outlook for Treasury yields, Fed policy and the labor market, warning that the 2018 tightening cycle could offer a cautionary parallel for markets. He expects a December rate hike but argues further hikes could damage employment, while AI-driven investment adds new inflati…
The Nasdaq-100 (NDX) is currently on track for its largest single-day decline in several months as a mass selloff across tech drags Wall Street down. Kevin Green explains how the reaction in the stock market is tied to the midterm elections and fears of a slowdown in the AI trade. as KG argues, he …
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