Tech Earnings, Where are Market Gains Concentrated, & Software Stock Sell Off - Top 3 This Week скачать в хорошем качестве

Tech Earnings, Where are Market Gains Concentrated, & Software Stock Sell Off - Top 3 This Week

In this week's top 3, Allan breaks down three critical things individual investors need to focus on right now — especially as markets react to big tech earnings, AI headlines, and growing fears of a so-called “tech bubble.” 1️⃣ Big Tech Earnings & Bubble Talk Earnings season is in full swing, with Alphabet, Amazon, Microsoft, and AMD reporting results. Despite constant bubble headlines, Allan explains why the price action in big tech doesn’t actually support the idea of a bursting bubble — and why expectations matter more than headlines. 2️⃣ Where Market Gains Are Really Coming From While the Magnificent Seven once dominated returns, market leadership has shifted. Allan walks through the areas quietly driving gains today, including AI infrastructure stocks like chip equipment makers, storage, and memory — and why investors need to understand this rotation. 3️⃣ The Software Stock Selloff Software stocks have been hit hard as investors worry about AI replacing traditional business models. Allan explains why much of this selloff may be overdone, why not all software companies are the same, and where selective opportunities may be forming. This episode is about cutting through noise, avoiding emotional decisions, and staying focused on what actually matters when positioning a portfolio in today’s market. Thank you for watching. Please check out the full show on my YouTube channel. Don't forget to click the subscribe button and notification bell to get notified on my latest YouTube videos. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com 00:00 – Three things investors should focus on right now 00:55 – Big tech earnings season takes center stage 01:59 – Are we in a tech bubble? 02:36 – Magnificent Seven: bubble or consolidation? 03:00 – Alphabet, Gemini AI, and why Google isn’t “dead” 03:59 – Amazon’s stock: where’s the bubble? 04:21 – AMD earnings: great numbers, stock sells off 05:30 – Why bubble fears may actually be misplaced 06:24 – Market gains are concentrated — but not where you think 06:45 – AI infrastructure winners: storage stocks 07:30 – Memory stocks and rising chip prices 08:27 – Chip equipment makers outperform 09:03 – Nvidia, Amazon, and Microsoft: hot vs not 10:01 – Software stocks under pressure 10:44 – AI fears and the software selloff 11:25 – Cybersecurity stocks dragged down unfairly 11:41 – ServiceNow & Salesforce breakdown 12:22 – Why Adobe may be topping out 12:49 – Final thoughts: where investors should focus now