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The Nasdaq 100 recovers from Thursday's OpenAI-driven selloff while T-Mobile sinks 12% on SpaceX's spectrum deal and the 10-year yield holds near 5.26%.
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Headwinds For The AI Trade Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: This article is about the big picture, not an individual stock. The chart of NVDA stock
Apple's OLED MacBook Pro adoption is set to spark a 50% surge in OLED laptop displays by 2026, Counterpoint Research says.
The Magnificent Seven tech stocks (Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta, Tesla) offer significant AI and growth opportunities but face headwinds from massive capital expenditures exceeding $700 billion projected for 2026, weakening free cash flow across the group. While some stocks appear overvalued, ETFs provide diversified exposure to mitigate company-specific risks.
SpaceX's wireless expansion pressures Verizon but could benefit American Tower, Crown Castle and SBA Communications.
Nine of 11 sectors are higher in Friday's regular session, with the top three split across defensive, growth and cyclical groups. The leaders are separated rather than clustered, with no single gap clearly standing apart from the other breaks across the table.
U.S. stocks rose Friday; Humana jumped 12.3% after improved 2027 Medicare Advantage ratings and reaffirmed FY26 EPS guidance.