Sellers returned to tech overnight, with AI names including Nvidia the hardest hit amid concerns about valuations while data showing big job cuts stoked concerns about the economy.
In the absence of US Govt figures from the BLS, we collated the publicly announced corporate lay-offs
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Stock bounced overnight as the “Bull market default” of buying the dip saw investors pile back into tech following recent weakness just as President Donald Trump’s IEEPA tariffs* go on trial.
Investor optimism took a hit overnight after major Wall Street CEOs warned of a possible pullback ahead amid concerns about tech valuations and uncertainty on further rate cuts.
Stocks closed higher overnight as artificial intelligence stocks, led by Nvidia & Amazon as another continued to rack up gains amid recent signs that spending on AI is far from over.
In this episode of the Global Alpha podcast, Jonathan and Finn discuss the current state of the crypto markets and recent earnings reports from major tech companies. They analyze the mixed outcomes of earnings, the performance of key players like Palantir and Uber, and the implications of Bitcoin’s halving on market dynamics. The conversation also touches on investment strategies and the future outlook for both tech stocks and cryptocurrencies.
Stocks closed higher Friday, but investors had to contend with swings between gains and losses as quarterly results from big tech including Amazon and Apple continued dominate market moves and the “Hindenburg Omen* ” flagged the lack of breadth in the rally, high risk
Equities were pressured by dip in tech following mixed earnings from tech just as investors weigh up a de-escalation in U.S.-China trade tensions following the Trump/Xi trade meeting. Meanwhile Amazon delivered bumper earnings beat after the close
Equites were disappointed with a measured Federal reserve delivering a 25bps rate cut, while 3 mega-caps Microsoft, Google and Meta delivered earnings after the bell
Stocks hit another record high overnight, as rising optimism for a US/China trade deal and expectations for the Fed will deliver a rate cut continued to spur bullish sentiment.
