WSJ What’s News The Tech Rally Appears to Be Fading
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Aug 25, 2025 Alex Frangos, European finance editor at the Wall Street Journal, dives into the waning tech rally and its effects on investor attitudes towards the 'Magnificent Seven.' He discusses the cautious shift towards non-AI sectors and examines NVIDIA's recent earnings. Eric Trump shares his family's venture into cryptocurrency, influenced by banking controversies post-January 6. The conversation also touches on Europe's economic struggles and the urgent need for fiscal reform, highlighting successful policy models like Sweden's.
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Retail Rotation And The NVIDIA Test
- Individual investors who drove tech gains are rotating into non-AI sectors like real estate and banks as rate-cut expectations shift market dynamics.
- NVIDIA's upcoming earnings act as a key test for sustaining AI-driven valuations and future demand signals.
NVIDIA’s Outlook Drives Market Sentiment
- NVIDIA dominates the AI chip market and its outlook shapes expectations for the whole sector.
- Investors look to guidance on multi-quarter demand to judge whether the tech rally can resume momentum.
Watch M&A And Planned Spinoffs
- Monitor corporate M&A moves like Keurig Dr Pepper's bid for JDE Peet's to reassess sector strategy and portfolio exposure.
- Track planned spinoffs because structural changes can create distinct investment opportunities between coffee and beverage businesses.