Nvidia fell 8.6% after hours, while AMD rose 4.3% and Broadcom gained 2.4%—the money hasn’t left AI; it’s just moved to a different pocket.
Nasdaq futures are down nearly 1%, the S&P 500 is off 0.3%, while the Dow is still up 0.2%: it’s the leaders that are falling, and the indexes that are spooking investors.
Tonight it’s Nebius’s turn to deliver results. It just jumped 15.4% yesterday to 154.69, and options are pricing in a 12.8% move in either direction. This stock can cover in one day what others take a month to do.
AI money is still on the table; it just doesn’t want to stay in one basket anymore.
$NVDA $AMD
Nasdaq futures are down nearly 1%, the S&P 500 is off 0.3%, while the Dow is still up 0.2%: it’s the leaders that are falling, and the indexes that are spooking investors.
Tonight it’s Nebius’s turn to deliver results. It just jumped 15.4% yesterday to 154.69, and options are pricing in a 12.8% move in either direction. This stock can cover in one day what others take a month to do.
AI money is still on the table; it just doesn’t want to stay in one basket anymore.
$NVDA $AMD
