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But we saved everything 🙂.
Sonali Basak highlights that earnings season is set to begin in a few days, with hyperscalers starting to look more attractive to investors. Basak observes that despite strengths in the AI supply chain, this group has largely been left behind this year.
She cautions, however, that investors should remain aware of the risks associated with companies experiencing only isolated successes.
Basak recently reported on rising yields following a hawkish FOMC meeting and ahead of key inflation and GDP data. She also analyzed factors affecting SpaceX in its first year after an IPO. Both updates provide context for how market attention can shift during earnings season.