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Dow, Nasdaq Turn Lower to Wrap Wild Week
Barrons.com43d agoneutral
Dow, Nasdaq Turn Lower to Wrap Wild Week

Sideways trading for stocks continued heading into the final hour of the week. The Dow was down 40 points, or 0.1%. It would be rising if not for steep drops in Goldman Sachs and Caterpillar, which are two of the largest stocks in the stock-price-weighted index.

A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
24/7 Wall St.43d agoneutral
A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Dow, S&P 500 Turn Positive After Sentiment Data
Barrons.com43d agoneutral
Dow, S&P 500 Turn Positive After Sentiment Data

The major stock indexes were back to breakeven after the latest sentiment data from the University of Michigan. The Dow was up 83 points, or 0.2%. The S&P 500 was up 0.1%. The Nasdaq was down 0.1%. The University of Michigan said its index of consumer sentiment rose to 49.

Chips Are Falling. The Rest of the Market Is Still Cruising
Barrons.com44d agobearish
Chips Are Falling. The Rest of the Market Is Still Cruising

The Nasdaq was down 1%, while the Dow was down 206 points, or 0.4%. The Invesco S&P 500 Equal Weight ETF, a proxy for breadth since it counts every single S&P 500 stock as if it had the same market capitalization, was rising. At the sector level, a rotation to health care, consumer staples, real estate, and utilities came at the expense of tech and industrials.

Nasdaq Falls 1%. The Chip Selloff Is Back.
Barrons.com44d agobearish
Nasdaq Falls 1%. The Chip Selloff Is Back.

Chip stocks kept sliding Friday morning. The Nasdaq dropped 1.1% at the open. The S&P 500 fell 0.7%. The Dow dropped 176 points, or 0.3%. “After a strong start and intraday sell-off yesterday, futures have equities in the penalty box to start the last session of the week, so we’ll see if bulls can make a stand into the weekend,” Bespoke Investment Group’s Paul Hickey writes.

AI stocks melt down again. What’s going on?
CNN Business44d agoneutral
AI stocks melt down again. What’s going on?

Tech stock traders can be an impatient bunch. But lately, they’ve grown seriously ticked off about the high price they’ve paid to get into the AI game without the profit boost they were expecting.