Tech stock sell-off tests AI hype, but is not end of infrastructure story

Technology stocks may have recovered from their worst monthly performance in years, but most analysts believe the July retreat – amid concerns about the mismatch between earnings growth and capital spending – signalled that investors are no longer betting that tech stocks will keep rallying.

13 comments held Reddit says 0 on reddit ↗

u/Rationalandcentred OP 1 1 day ago

In other news, Asian bank stocks rally as investors seek shelter from AI volatility https://www.hedgeweek.com/asian-bank-stoc…
u/StopAt2 1 1 day ago

I thought some article or post few days ago said pple dumping local bank stocks? Who is right?
u/r3tidd3r 1 1 day ago

wait for the pokemon card investors to start talking about dbs then you'll know the top
u/N00bOptionTrader 1 1 day ago

that’s me.
u/Feralmoon87 1 1 day ago

when journalists write about it, its probably over already
u/cypers89 1 1 day ago

So buy now?
u/Feralmoon87 1 1 day ago

Yes but you should be dcaing anyway
u/mrmrdarren 1 1 day ago

I wouldnt trust a random reddit comment nor an article...
u/r3tidd3r 1 1 day ago

wait for the pokemon card investors to start talking about dbs then you'll know the top
u/DuePomegranate 1 1 day ago

This is about the sell off in the last week of July! Now then the article comes out? Rebound already.
u/sgh888 1 1 day ago

As long as Orange Man in power be careful. Once rebound stable he chut pattern to make it crash so he and his business associates can profit. Don't believe look at past trend up down up down always got something he announce or did. Truly the Emperor of market maker
u/nopenope64 1 1 day ago

How badly must electronic_tear's portfolio be doing to not even turn up during July?
u/Rare_Ad6128 1 15 hours ago

Is the sell off in the room w us