Meta & Microsoft Rekindle The AI Trade

Meta & Microsoft Rekindle The AI Trade

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The Tech Wreck Continues: Nasdaq Slides 1.5%

MRKT Matrix - Wednesday, February 4th S&P 500 falls for a second day, Nasdaq sheds more than 1% as chip stocks decline, led by AMD (CNBC) Software Billionaires Drop $62 Billion in AI-Driven Stock Slump (Bloomberg) Software Short Sellers Mint $24 Billion Profit as Stocks Tumble (B ...  Show more

Warning Signs of the 'SaaSpocalypse'

MRKT Matrix - Tuesday, February 3rd Dow drops 200 points, S&P 500 sheds 1% as investors rotate out of tech (CNBC) ‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt (Bloomberg) AI Fears Sink Shares of Private-Credit Fund Managers (WSJ) Musk’s xAI, SpaceX combo is the bi ...  Show more

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