Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation range stretching from $75 to $600.
At the same time, renewed tensions in the Middle East are pushing oil prices and bond yields higher, threatening to reverse the recent easing in inflation expectations. Could geopolitics derail the rotation out of technology and revive concerns over higher interest rates?
Watch the full episode to find out more!
Intro0:55 Tech selloff worsens
1:35 Space X price targets are OUT!!
4:08 Middle East tensions flare up
8:20 Eyes on FOMC, but will that matter?










