Dow, S&P 500, Nasdaq All Falling. What Smart Investors Do Now

Tech stocks just had their worst day since March 2020, and Janus Henderson Global Head of Macro Rich Bernstein says it looks like the classic end of a momentum trade: investors running full speed until the ground disappears. He tells Yahoo Finance's Brooke DiPalma what triggered the selloff, from heavy risk-taking to election uncertainty and weakening tech fundamentals, why a broadening market is actually healthy, and why investors may get choosier about Big Tech's borrowing. Then Jared Blikre breaks down how chip stocks lost 30% in a month, how the QQQ is holding up and why value is now beating growth.

00:00 What triggered tech's worst day since 2020 01:28 Is the AI bubble deflating? 02:08 Why a broader market is healthy 02:57 How long will the volatility last? 04:21 Why investors will get choosier on Big Tech 05:19 QQQ vs. chip stocks 06:45 The market is no longer concentrated 08:38 Growth vs. value 10:49 The jobs report ahead

#aibubble #stockmarket #techstocks

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