WS #16119
After a sharp selloff, AI and semiconductor stocks are rebounding, buoyed by a Goldman Sachs upgrade for CoreWeave and significant dark pool accumulation in QQQ and Apple. Large institutional block trades suggest smart money is positioning for the upcoming earnings season, particularly around Microsoft and Tesla, despite broader global tech fund outflows recorded last week. Brazil's Superior Electoral Court (TSE) has given Meta a 24-hour deadline to prove it treated political candidates Lula and Flávio Bolsonaro equally, threatening penalties if non-compliance is found. This regulatory pressure adds to the broader antitrust and content moderation scrutiny facing major tech platforms, potentially impacting Meta's operational flexibility and reputation in key emerging markets.
Tech Rebound and AI Infrastructure
After a sharp selloff, AI and semiconductor stocks are rebounding, buoyed by a Goldman Sachs upgrade for CoreWeave and significant dark pool accumulation in QQQ and Apple. Large institutional block trades suggest smart money is positioning for the upcoming earnings season, particularly around Microsoft and Tesla, despite broader global tech fund outflows recorded last week.
Brazil's Superior Electoral Court (TSE) has given Meta a 24-hour deadline to prove it treated political candidates Lula and Flávio Bolsonaro equally, threatening penalties if non-compliance is found. This regulatory pressure adds to the broader antitrust and content moderation scrutiny facing major tech platforms, potentially impacting Meta's operational flexibility and reputation in key emerging markets.