AI remains the star in today's premarket! 🚀 $AKAM surges over 20% after securing a multi-billion dollar deal with Anthropic, lifting semiconductor stocks along with it. However, $ORCL drops 3-5% due to bottlenecks and data center construction delays.
#TechStocks#AI
📊 Breadth check: avg ASX 200 stock now 22.9% below its 52-wk high.
Tech hit hardest (median stock -43% from highs). $WTC.AX, $360.AX, $XRO.AX all down 50%+.
Financials & Industrials holding up best, down a comparative -16-17%.
#TechStocks#StockMarket
📉 Wall Street posted a third straight decline as US Treasury yields climbed above 5%, pressuring risk appetite and growth stocks. 📊
Could rising yields keep pressure on US indices?
Follow the Nasdaq ➡️ shrt.ava.trade/4ACZGNo#Nasdaq#WallStreet#TechStocks
Capex has exploded over the last ~2 years.
It is incorrect to look at this trend and assume that FCF has collapsed because operating cash flow has collapsed.
The hyperscalers are deep into an investment cycle, so they are consuming a significant portion of their operating cash flow.
Rising Treasury yields are putting pressure back on tech stocks.
With the 10-year above 5%, traders are watching whether AI and technology leaders can hold support—or if higher rates trigger a deeper pullback.
zurl.co/vrs9s#TechStocks#TreasuryYields#StockMarket
#Nasdaq100#TechStocks#Markets
NASDAQ 100 sits at 30470.29, maintaining bullish structure above key moving averages as it approaches the 30769.74 resistance level.
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🌐 Meta CEO Mark Zuckerberg laid out his plan for monetizing the company's wildly popular Muse AI agent. 📈
Could this excite shareholders?
Keep an eye on Meta ➞ shrt.ava.trade/3VO3dIr#Meta#AI#TechStocks
#Nasdaq100#TechStocks#Markets
NASDAQ 100 stays bullish at 30470.29, holding firmly above its 20-day and 50-day moving averages with an RSI of 61.0.
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¿Tu Wi-Fi aguanta todos tus dispositivos? 👀 El router @HikvisionLatam DS-3WR30X ofrece Wi-Fi 6 de hasta 3000 Mbps, doble banda y tecnología MU-MIMO y OFDMA, ¿Qué priorizas: velocidad o estabilidad? 📶 #TechDeals#TechStocks#technologie
Is the tech bottom in? Evercore ISI’s Richard Ross on which names in the semiconductor and memory space power the next leg higher.
#semiconductor#techstocks
AMD is a compelling stock as long as chips are needed. They're becoming a major player, second only to Nvidia in the GPU space, with increasing data center revenues. Their latest chips are highly competitive. #AMD#TechStocks