Amazon is a key focus for upcoming earnings, with the market watching its CAPEX spending closely.
Source Post
MARKET PULLING BACK – WHAT NOW? The AI Trade Just Got a Warning Shot ⚠️ OpenAI missing revenue tar
Mr M TradesNew
The creator analyzes a market pullback in AI-exposed stocks following reports of OpenAI missing revenue targets and potential IPO delays. He views the sell-off as a surgical repricing of concentration risk rather than a structural collapse, emphasizing that upcoming earnings from hyperscalers will determine if the AI trade remains viable.
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Alphabet is a key focus for upcoming earnings, with the market watching its CAPEX spending closely.
Adobe showed resilience during the recent market pullback.
Salesforce showed resilience during the recent market pullback.
Apple showed resilience during the recent market pullback.
Microsoft remains a key focus for upcoming earnings, with the market watching its CAPEX spending closely.
Nvidia is experiencing a healthy pullback, with the creator viewing the infrastructure build as a structural long-term driver.
Broadcom is seeing short-term price weakness as part of a surgical sell-off in AI-exposed names.
Oracle is experiencing a significant decline, down nearly 40% over the last six months amid broader AI sector volatility.
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