Investors are moving money from AI hardware stocks like Nvidia into old-economy names such as Coca-Cola, UPS, and Boeing. The shift depends on whether Microsoft, Meta, Apple, and Amazon deliver strong earnings and guidance. Oil prices eased to $84 per barrel, giving the Fed room to maneuver ahead of its rate decision.
The market will reward you. If you report, don't meet the expectations, and give bad guidance, it will not reward you. See, these old economy stocks— Coca-Cola, UPS, Boeing— are being bought. AI hardware stocks are being sold. Whether that lasts depends on what Microsoft says after— says in their earnings. And then what happens with Microsoft, Meta, Apple, and Amazon later this week? Oil ease giving the Fed some breathing room. Brent crude settled near $84 a barrel, down from over $100 last week. 10-year Treasury yields slipped lower, and the Federal Reserve continues its 2-day meeting with the rate decision at 2 o'clock this afternoon Eastern time.
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
