Though the S&P 500 is still far off from a 10% correction, now down just over 4% from its all-time high, the amplified pain in tech has been notable, with the Nasdaq 100 still down over 7% from its October peak.
The continued proliferation of AI data centers is going to require help from companies like Vertiv. Investors punished Meta Platforms for its planned increase in expenditures on AI.
Meta Platforms is my top market pick, despite recent underperformance and market concerns over aggressive capital investment plans. META's strong revenue, user, and ad growth are driven by AI investments, but upcoming CapEx may temporarily eliminate free cash flow. META is deeply undervalued among the Magnificent 7, with Family of Apps' profitability understated by Reality Labs losses.
U.S. senators Josh Hawley and Richard Blumenthal have asked the heads of the Federal Trade Commission and the Securities and Exchange Commission to probe Meta Platforms, following a Reuters report about the social media giant's revenue from ads on Facebook and Instagram that promote scams and banned goods.
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.