Market just trying to flush out the weak hand using a reason such a mid term result. The hyperscaler are still the same company a week ago before midterm. Earnings show otherwise. Diamond hand and buy the dip guys
I think the initial selloff was driven more by political uncertainty than deteriorating fundamentals. Investors may have overreacted to potential changes in AI regulation, data-centre development and fiscal policies without considering how long these changes could take to implement. For me, AI fundamentals still matter more than short-term political noise. $Advanced Micro Devices(AMD)$ strong results and continued semiconductor demand reinforce my long-term confidence, although I remain mindful of valuation risks, rising capex and financing costs. I would not rush to buy just because Nasdaq futures $NASDAQ(.IXIC)$ have recovered. I prefer to see whether the rebound holds and AI leaders regain momentum
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Three names beat revenue but then fell with only one rally. Market pricing has moved from optimistic regarding AI potential to scrutiny of free cash flow. Please be careful out there.
Whatever it is, big tech earnings are here and seasonally it is great time for markets. Not to mention the mid terms is next month. Everything has to be good for Trump!!