yardeniquicktakes.com
Nov 1 • 11:11 PM EST
US SECTORS CALL: Technology & Health Care
Momentum returned to the AI trade early last week. Anthropic’s IPO filing on Monday revealed a far more profitable business than investors had expected, and the AI trade rallied. SK Hynix added to it with blockbuster results overnight Tuesday. Then the trade unraveled. Alphabet’s earnings disappointed on Wednesday,
https://www.yardeniquicktakes.com/us-sectors-call-technology-health-care/