Microsoft Options Signal Anxiety as Traders Hedge Against Downside Volatility: Options Chatter

Luzi Ann SantosJun 3 10:51 ET

Goldman Sachs sharply critiques the 'AI wave': By 2030, spending by just four tech giants alone will surpass Japan's GDP!

① Goldman Sachs estimates that spending by just four tech giants—Meta, Microsoft, Amazon, and Alphabet—is expected to reach $5.3 trillion by the end of 2030; ② This level of expenditure exceeds the GDP of over 200 countries, including Japan, the United Kingdom, India, and France. If AI-related spending were considered a country, it would rank as the world’s fourth-largest economy.

cls.cn8minutes ago

Amid a zero-sum market dynamic, divergences persist; heightened volatility in high-flying tech stocks warrants caution.

Track the entire lifecycle of the mainline sector.

cls.cn51minutes ago

Top AI CEOs Call for Law Protecting Against Biological Weapons -- WSJ

WSJ21:00 ET

CrowdStrike and Palo Alto Networks plunged after earnings reports, casting a chill over the recent software stock rally.

Despite delivering earnings results that exceeded Wall Street expectations, shares of cybersecurity giants CrowdStrike and Palo Alto Networks suffered sharp declines in the latest trading session, casting a chill over the recent strong rebound in the software and cybersecurity sectors. In after-hours trading on Wednesday, CrowdStrike’s stock plummeted by 10%. Earlier that day, despite Palo Alto Networks reporting better-than-expected core financial figures, its shares fell 5.6% during regular trading hours on Wednesday. This sell-off underscores the fragility of market sentiment.

wallstreetcn20:42 ET

CrowdStrike's Q1 earnings beat expectations, but its guidance lacked 'wow' factor, triggering a sharp post-earnings sell-off.

CrowdStrike's share price declined after earnings as the company's conservative guidance disappointed the market.

Zhitong Finance19:59 ET