Big Tech
Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Rotation narrative gains traction as software sells off.
CNBC
When a theme trade breaks, investors often hunt for categories that benefit indirectly.
What to know
- Rotation can be driven by both fundamentals and positioning.
- “Outside tech” doesn’t necessarily mean “anti-tech” — it can mean different exposure.
- Watch guidance and rate sensitivity for the next leadership cohort.
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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.
Reuters
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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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Morning Bid: Skittish investors haunted by tech sell-off
A daily markets briefing on AI-spending panic and risk sentiment.
Reuters
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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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Walmart hits $1 trillion market value, joins club dominated by Big Tech giants
First retailer ever to reach the milestone.
Reuters
Big Tech
Asia shares extend global tech rout
Selloff spreads after Alphabet’s huge spending forecast.
Reuters