Latest / The Financial Exchange Show
Tech Volatility Tests the AI Trade Again
Big Tech earnings are moving markets sharply as investors try to figure out whether the AI trade still has another leg higher or whether the volatility is warning of something more fragile.
Chuck Zodda and Mike Armstrong break down the sharp swings in semiconductor stocks, why major tech names like Microsoft, Meta, Amazon, and Apple are seeing outsized moves after earnings, and why the broader market still looks uncertain despite several big rebounds. They also discuss Amazon’s strong cloud growth and rising CapEx, Apple’s disappointing guidance tied to supply constraints and memory chip…
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