Tech Stocks Shed $2.5 Trillion in a Day, and Wall Street Still Can't Call the Bottom
Wall Street just watched roughly $2.5 trillion in market value vanish in a single session, and nobody on the trading floor can say with confidence that the pain is over. The Nasdaq hit a record high in early October, but a few weeks of relentless selling have since dragged tech and AI-related stocks down about 10% from that peak.
Read MoreHow do equity and debt change with rising interest rates? Caddi, Paytner, and non-bank deregulation discussed｜若林 StartUp×融資 – note（ノート）
I am Wakabayashi ( @wakaba_office ) from INQ, which supports startup financing.
I am discussing topics related to startup financing in the “Loan Consultation Room” segment of the YouTube program “Startup Investment TV,” operated by Gazelle Capital.
This article is a pody transcript of the content from “
Read MoreDow Jones Industrial Average
AI stocks crater as investors panic over the risk of a data center slowdown
Investors dumped AI stocks on Thursday as they weighed the risks of a slowdown in data center development. The Nasdaq 100 had its worst day since March 2020.
» Read more about: Dow Jones Industrial Average »
Read MoreSpaceX Jumped 8% After Earnings. Is Tesla Stock Next After Q3 Earnings Tonight?
Tesla is expected to report third-quarter earnings at about 4:15 PM ET tonight, and expectations are unusually low for one of Wall Street’s most closely watched stocks.
Analysts expect earnings of just $0.45 per share, following a disastrous second quarter in which Tesla missed EPS estimates by 38.51%.
» Read more about: SpaceX Jumped 8% After Earnings. Is Tesla Stock Next After Q3 Earnings Tonight? »
Read MoreSwing trading strategy with backtest PF 1.71. The result for the first week of virtual operation was -115.5 yen
Hello, this is Kabu-Ken!
Starting November 9th, I began a forward test of swing trading using TradingView’s paper trading.
I have previously conducted backtesting in Python, and the verification from February 2, 2026, to October 15 yielded 64 trades with a PF of 1.71. However, this is a performance confirmed using historical data.
The Burst
Warren Buffett’s Surprise Move Into the AI Big Leagues
Berkshire Hathaway’s latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet’s debut in the portfolio was the standout surprise.
The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book,
» Read more about: Warren Buffett’s Surprise Move Into the AI Big Leagues »
Read MoreThe Ivy
Why Nvidia Still Looks Like The #1 AI Stock
Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.
Naturally, that raises an uncomfortable question: after a run like this,
» Read more about: Why Nvidia Still Looks Like The #1 AI Stock »
Read MoreThe Spotlight
Why Small-Caps Could Crush Big Tech
Markets were rattled earlier this week after a fresh round of tariff threats reignited tensions between the U.S. and China. For a moment, it looked like the trade war narrative of 2018 was making a comeback. But by midweek, cooler heads prevailed, and stocks came roaring back.
The surprise? Small-cap stocks didn’t just recover,