AI stocks rebound, and why J&J's earnings guidance cut is not cause for concern Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
源站原文 ↗AI stocks rebound, and why J&J's earnings guidance cut is not cause for concern Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
源站原文 ↗每个工作日，Investing Club都会发布Homestretch，即在收盘前一小时提供可操作的最新消息。本期内容涉及AI股反弹，以及强生下调盈利指引但无需担忧的分析。
周四纳指涨超2.5%，创一个多月最佳表现，芯片股领涨：美光涨超17%，AMD涨超13%。AI对冲基金清仓消息提振情绪。软件和医疗股下跌，Salesforce跌超4%，Adobe跌5.5%，Workday跌6%，礼来跌近4%。强生将全年调整后每股收益指引从11.60-11.75美元下调至10.96-11.11美元，主因收购相关支出。
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