Video explainer: The Nasdaq just had its worst day since April 2025. Nvidia fell about 9%. AMD and Micron each fell about 17%. Tesla and SpaceX fell about 10%.
The Nasdaq just had its worst day since April 2025. Nvidia fell about 9%. AMD and Micron each fell about 17%. Tesla and SpaceX fell about 10%.
Investors are pricing in a slower AI data center buildout after Democrats took Congress. Local voters rejected data centers on 40 of 41 ballots.
I think this is political risk hitting the AI trade not the end of AI. The timeline for those 800 to 1000 planned U.S. data centers just got a lot messier. @nvidia @AMD @MicronTech @Tesla @SpaceX
Not financial advice
Nasdaq's worst day since spring in 3 pictures. Mag7 lost about $1T and chips led the drop. @nvidia @AMD @MicronTech $NVDA $AMD $MU
Sources: Inspiration post · www.cnbc.com · www.cnbc.com · www.bbc.com · www.npr.org · 247wallst.com
Not financial advice. For informational and educational purposes only.
Quote post: @KobeissiLetter on the chip rebound (Nasdaq 100 +2.4%; ~45% of Thursday's drop recovered)
Eight of the biggest chip names have won back about 45% of Thursday's drop by mid-morning. I think that…
Novo Nordisk ($NVO): buy in pieces $35 to $42, long term
$NVO: I think Novo Nordisk is a buy because the outlook just got raised and the multiple did not. 8% below its 200-day About 11x trailing earnings vs a 5-year average near 30x 4.5% dividend yield I'm buying in pieces between $35 and $42 to hold for years.
Federal funding, Nvidia infrastructure and record revenue mark quantum computing’s shift from research to a funded industry.
Quantum computing is crossing from science project to funded industry. The stocks haven't caught up. Commerce has announced CHIPS Act awards of up to $100 million each for Quantinuum, Rigetti and D-Wave, Nvidia built the bridge connecting quantum hardware to its GPU fleet, and IonQ and Quantinuum just posted record quarters with raised guidance. Most of the pure-plays still trade…
Technology Leads +2.44% as Consumer Defensive Lags -0.92%
Technology led a broad advance while Apple slipped despite an earnings beat, with weak margin guidance and rising memory costs in focus.
Technology leads sector performance at +2.44%, ahead of Consumer Cyclical (+0.94%) and Communication Services (+0.87%). Leadership sits in growth and cyclical cohorts, with Industrials (+0.76%) close behind. The advance is broad rather than narrow: eight of eleven sectors are higher, including Energy (+0.51%), Financial Services (+0.16%) and Basic Materials (+0.12%). Rate-sensitive groups are flat rather than leading, with Real Estate…