Alphabet And ServiceNow Crash While Memory Stocks Soar SK Hynix Micron SanDisk
7 extracted signals · 0 resolved · 7 still active
Bera FinanceIndependent analyst profile- Source published
- 29 Oct 2026, 05:07 UTC
- Recorded by Tahlil Plus
- 29 Oct 2026, 06:25 UTC
AI-generated source summary
The market is showing divergence, with some tech giants like Alphabet (GOOGL) and ServiceNow (NOW) experiencing sharp sell-offs post-earnings, despite positive revenue and cost control measures. Alphabet's EPS miss and negative free cash flow contributed to its drop. ServiceNow's Q3 earnings also missed expectations, leading to a significant stock decline. Conversely, memory chip stocks like SK Hynix (SKHY) are showing strength, driven by sold-out supply and record profits, with demand projected through 2029, though the stock is still below its all-time high. Micron (MU) also shows strength, with anticipated supply tightening and demand for AI-driven data storage. The broader market sentiment is influenced by macro factors like the Federal Reserve holding rates and upcoming midterm elections, which historically lead to market rallies as uncertainty ends and policy becomes clearer. However, the video cautions against relying solely on historical patterns. The risk of 'crowded trades' where excessive investment in popular assets can lead to sharp corrections is highlighted, as seen in the divergence between NVDA and AMD within the same sector. Investors are urged to have a clear ownership thesis, assess risk tolerance, and base decisions on facts rather than fear, especially when considering potential rotations from overvalued 'winners' to undervalued 'laggards'.
AI-generated summary based on the source content.
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Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.