Big Tech
Walmart hits $1 trillion market value, joins club dominated by Big Tech giants
First retailer ever to reach the milestone.
Reuters
Valuation milestones aren’t just bragging rights — they can signal a market’s appetite for durability and cash flow in uncertain cycles.
What to know
- Scale can look like a moat when rates and volatility rise.
- Retail + logistics can behave like tech when automation and data compound.
- Watch how investors compare big retailers to platform companies.
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Morning Bid: Skittish investors haunted by tech sell-off
A daily markets briefing on AI-spending panic and risk sentiment.
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Wall Street ends down as AI worries slam tech stocks
AMD, Palantir, and software names get hit as investors price disruption fears.
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Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Rotation narrative gains traction as software sells off.
CNBC
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S&P 500 notches back-to-back losses as chips and software sell off
AMD’s weak guide drags the sector; Alphabet earnings stay in focus.
CNBC
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Tech Giants Tumble Anew in Momentum-Trade Unwind
Rotation out of megacaps into value and small caps accelerates.
Bloomberg
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Asia shares extend global tech rout
Selloff spreads after Alphabet’s huge spending forecast.
Reuters