Top Economist Warns 'High Concentration' of Semiconductor Stocks Isn't a Real Bull Market: 'Beware'
Steve Hanke warns that semiconductors’ 15% market share and narrow AI-led gains make the U.S. stock rally vulnerable despite strong earnings.
Stocks · News reference
Alibaba Stock Falls 7% on Profit Miss, but Analyst Stays Bullish on AI Cloud
Alibaba stock dropped over 7% as investors digested heavy AI infrastructure spending and profit pressure, despite a 45% surge in AI Cloud revenue.
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