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Market Fear Creates Opportunity: The AI Trade Reloads [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Major indices have traded largely flat to lower, masking a significant rotation in leadership. The Magnificent Seven, which had powered the market higher for much of the last three years, stalled and in many cases declined, as investors grew increasingly concerned about AI-related capital expenditures and elevated valuations. At the same time, capital rotated aggressively into international equities, commodities, and cyclical sectors. This divergence created one of the more unusual backdrops in recent years, where the market appeared stable at the index level, but leadership was actively changing. Importantly, this rotation is an encouraging development, not a concerning one. Earlier in the bull market, one of the primary concerns among investors was the extreme concentration of returns within the Magnificent Seven. That dynamic raised questions about increased risk and the durability of the rally. Today, that concern is beginning to fade. Market participation has broadened, wit
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