Tech bubble will pop in 2027

Gary Vaughan from Daily Stock Picks argues that the recent market selloff presents buying opportunities, particularly in high-quality technology and semiconductor stocks such as Micron, Nvidia, and Broadcom. Strategies for navigating volatility, including buying dips, taking profits after major run-ups, and balancing long-term investing with technical signals. Show Notes:Everybody Wants To Panic Sell. Don't.What is Megaspeed?Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steve Cress advises investors to stay calm amid market volatility, arguing that the absence of a systemic debt crisis makes this correction a potential buying opportunity. Benefits of equal-weighted ETFs like RSP, and opportunities in Quant Strong Buy stocks such as Allstate. Resilience of corporate earnings and long-term growth outlook for semiconductors and AI.Show Notes:From Ballots To Markets What The Midterms Mean For StocksQuant Growth & Income portfolioAlpha Picks portfolioSteve Cress articles on Seeking AlphaEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility. Julia Ostian, Kenio Fontes, and Jack Bowman compare views on hyperscalers, chipmakers, utilities, speculative power plays, and ETFs, while weighing political and infrastructure risks against long-term opportunity.Show Notes:Being Picky With Stocks More Important Than EverETF Portfolio MechanicsEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Main Street Alpha's Leo Nelissen discusses how the midterm elections might reshape market expectations and why AI data center investment will remain a major growth driver. Highlighting opportunities in infrastructure, energy, industrials and hyperscalers while remaining cautious on semiconductor stocks. Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient charitable giving strategies: donor-advised funds and qualified charitable distributions. He also discusses eligibility, tax benefits, limitations, and common pitfalls.Show NotesHims & Hers Health: The Lollapalooza Effect Of GLP-1sServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential GrowthUnitedHealth Group: Operating Leverage Should Continue Sending The Stock HigherEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)Show NotesWhat Will Micron's Gross Margin Guide Be?Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (5:15)Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.Show Notes:AI Capex Surge, Bottlenecks, And The Race For ROISpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin StoryEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30)Show Notes:Momentum, Fear & The Case For Buying The DipEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions