Main theme ricocheting through markets is AI.


A few sub-themes
! - Spenders of Capex vs Earners of Capex - Capex heavy stocks are getting punished - think hyperscalers - $goog, $amzn
2 - Redundancy through AI - unironically, software is the theme getting torched here deeply
3 - BUT, not all SaaS is created equal, some will benefit and have more usage (APIs) others - meant for human dashboarding will have subscription numbers dropping
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)