The sell-off of Technology stocks is far from over? Goldman Sachs traders: The macro environment is starting to interfere with micro performance guidance, and AI investments are unlikely to yield significant results in the short term.
Goldman Sachs believes that the current decline in Technology Stocks is no longer solely due to over-allocations or high valuations, but rather is caused by multiple factors, such as the uncertainty of the DOGE trillion-dollar reduction plan, decreasing Consumer confidence, and the intensified impact of tariffs on cyclical Stocks. Therefore, although the fundamentals of Technology Stocks have not changed much in the past week or two, investors are shifting towards a more conservative style and are starting to consider the impact of macroeconomic growth slowing on the Earnings Reports season.
Nvidia GPUs Power Jeff Bezos-Backed Figure AI As It Competes With Elon Musk's Tesla In Humanoid Robotics
Express News | In Pre-Market Trading, Tech and Cryptocurrency-Related Stocks Move Lower, With Tesla and Palantir Falling 4%, and Nvidia and Strategy Declining 3%.
OpenAI And Microsoft Back MCP Standard For Web-Surfing AI Agents; Google's Sundar Pichai Asks A Shakespearean Question
The strongest move ever! Apple is entering the Medical field and plans to launch an AI doctor next year.
The "Mulberry Project" is driven by AI and is capable of simulating the functions of a real doctor to a certain extent. The AI provides personalized health improvement suggestions based on health data collected from iPhone, Apple Watch, headphones, or third-party devices. Apple also plans to bring in external medical experts and produce "reminder-type" videos, and the food tracking feature might undergo a significant upgrade to capture the nutrition market.
Inside Apple's Silent Revolution—AI Doctors, Nutrition Tech, And A New Retail Boss