CNBC Fast July 3, 2024
Two areas of tech doing two distinctly different things. Youre getting buying on the dips in mega cap and selling in the more growthy, high beta type ecommerce names, roblox, shopify, palantir, airbnb, match, uber. All of those are down reasonably significantly, certainly at the top of the list since they reported earnings. All of those mega cap stocks are up week to date. Ask yourself the question, whats the difference between the growthy mid and Large Cap Technology names you just cited and th...
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