Buying the dip
Search documents
This is a 'buying the dip' market particularly in AI, says Ed Yardeni
CNBC Television路 2025-11-10 11:58
Market Outlook - The market is considered a "buy the dip" market, especially in AI [3] - A solid Santa Claus rally is expected, with focus on November and December, potentially adding about 4 percentage points [14] - The market is in a bull market, reaching all-time record highs in the past couple of weeks [13] AI Sector Analysis - AI is viewed as an app with widespread applications, benefiting cloud providers [5] - There's nervousness about AI, but it's considered a good thing, unlike the tech bubble where concerns were absent [4] - Cloud providers are making a fortune as a result of AI [6] Earnings Performance - S&P 500 is expected to reach record highs for the third quarter in a row [10] - Current earning season shows an increase of 14% year-over-year, exceeding analysts' expectations of 65% [10] - Strong earnings provide a floor underneath the market, better than expected [8] Valuation and Multiples - The forward PE (price-to-earnings ratio) is around 22 to 23 [11] - The Magnificent Seven stocks are selling at 30 times forward PE, while the S&P 493 is selling at about 19 to 20 [12]
AI stocks: Dip buying, opportunities, and how to play the AI trade
Yahoo Finance路 2025-11-06 21:58
BMD trading lower along with most of the semicmplex. And more broadly here, it has been a pattern that we've seen throughout this earnings season. Tech companies beating estimates, even raising their forecast, and the stock falls.We're seeing it again this morning with Qualcomm. So, let's dig into what that reflects about the AI trade and where investors should be positioned right now. Joining me, Ivana Dilvka, Spear Invest founder and CIO, and Sylvia Jablonsky, Defiance ETF's CEO and CIO.Ivana, I want to s ...
X @馃毃BSC Gems Alert馃毃
馃毃BSC Gems Alert馃毃路 2025-11-05 19:46
RT 馃毃BSC Gems Alert馃毃 (@BSCGemsAlert)馃ス Are you buying the dip? ...
X @Joe Consorti 鈿★笍
Joe Consorti 鈿★笍路 2025-11-04 19:37
Tons of homeowners buying the dip this week at @JoinHorizon_Bullish. ...
X @Cointelegraph
Cointelegraph路 2025-10-31 04:30
馃敟 UPDATE: Bitmine adds another 44,036 $ETH ($166M) to its treasury as prices fall.Buying the dip. 馃挴 https://t.co/AL5NriN78E ...
Bespoke Investment Group's Paul Hickey: Macro backdrop is 'moving in the right direction'
CNBC Television路 2025-10-24 15:47
Uh, meantime, the major averages all hitting record highs following this morning's cooler than expected inflation report. Our next guest says there could be more gains to come into year end. Let's bring in Bespoke Investment Group co-founder Paul Hickeyi.Uh, Paul, good to catch up with you here. I mean, are we just in don't overthink it mode. Um, you know, we're heading into November.Uh, it seems like, uh, the bond market's kind of calm about the inflation threat and, uh, we're already up, you know, pretty ...
X @Anthony Pompliano 馃尓
Anthony Pompliano 馃尓路 2025-10-20 18:45
Retail investors are buying the dip once again.@KobeissiLetter explains it with staggering numbers. https://t.co/32Vd69ElOg ...