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NVDA Jan 2025 225.000 call
- Yahoo Finance Video
This catalyst is needed for the market broaden out
BlackRock senior product strategist Tushar Yadava joins Market Domination Overtime to give insight into Big Tech's market concentration and what investors should consider for their portfolios. "Until we see some sort of broadening in earnings, it's unlikely you're going to see some sort of broadening in the market. And absent some kind of major market macro catalyst, you're not going to have that happen. And just, as a sort of footnote to that, a market catalyst that's a big sort of major macro driver of stocks is also going to be a uniform condition for the growth names and for the tech names, just like it hurt them in 2022," Yadava tells Yahoo Finance. For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Nicholas Jacobino
- Yahoo Finance
There's something odd about the stock market's concentration: Morning Brief
It's no secret that a handful of tech stocks are powering the S&P 500 to record highs. But while that concentration isn't unusual, the lack of even correlation in the broader market is.
- Barrons.com
Why Micron Is Weighing on Nvidia and Other Chip Stocks
Micron has been a popular play on exposure to the artificial-intelligence boom. The memory chip maker’s stumble underlines the high expectations for semiconductor companies boosted by AI.
