Carmen Reinicke reports breaking news and market updates on Bloomberg Tech.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
JPMorgan estimates $12B net passive inflows as share lockups expire and Nasdaq 100 rebalancing increases SpaceX weighting, creating technical demand for shares.
Nvidia rebounded after a 7-day losing streak that wiped $400B in market cap; stock trades at 18-19x forward earnings but growth is expected to slow from 100% to 45-50% YoY, prompting investors to look at memory stocks as the more exciting AI infrastructure play.