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Is The Momentum Crash Over?

...was 'Situational Awareness' alone?

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morningstar.com

zerohedge.com

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AI · summaries

zerohedge.comStai leggendo11 g fa

Is The Momentum Crash Over?

...was 'Situational Awareness' alone?

originale

morningstar.com14 g fa

July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000

Momentum stocks plunged hardest in July since 2000; hedge fund liquidations sparked a rebound in chip names. The volatility signals a return to fundamentals-driven valuations for semiconductors—reshaping AI capex ROI assessments and infrastructure investment timelines for tech leaders.

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Timeline cronologica

sabato 1 agosto 2026·morningstar.com
July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000
By Joseph Adinolfi and Frances Yue
lunedì 3 agosto 2026·zerohedge.com
Is The Momentum Crash Over?
...was 'Situational Awareness' alone?