Mixed sentiment on AI leadership: The market is questioning whether AI giants like Nvidia have lost their "quality" premium, suggesting investors are becoming more selective about which tech stocks deserve top valuations after the massive run-up.
Insider selling raises yellow flags: Viavi Solutions' CEO dumped over $1 million in shares, which typically signals either portfolio rebalancing or concerns about near-term prospects - worth monitoring for broader tech sector sentiment.
Fed decision looms large: With the Federal Reserve meeting this week, expect volatility around interest rate decisions and Powell's commentary, especially given how sensitive high-growth tech stocks remain to rate changes.
Opportunity in sector rotation: While mega-cap AI stocks face scrutiny, smaller players in quantum computing, cloud infrastructure, and AI services are getting fresh analyst attention - suggesting a potential broadening of the tech rally.