Is it all over for artificial intelligence-related plays? AI market leader NVIDIA reported stronger-than-expected quarterly results, and CEO Jensen Huang characterized demand for its Blackwell chip as “off the charts”. The stock staged a brief reflex rally but the price faded the next day to close in the red.
Even as the market adopted a risk-off tone, market leadership showed a clear growth to value rotation across the board on all market cap bands and internationally. Is it all over for growth stocks?
I analyzed the market through the lens of leadership rotation, and here’s what I found.
Even as the market adopted a risk-off tone, market leadership showed a clear growth to value rotation across the board on all market cap bands and internationally. Is it all over for growth stocks?
I analyzed the market through the lens of leadership rotation, and here’s what I found.
The full post can be found here.
No comments:
Post a Comment