$AAPL, $AVGO, $BABA & More — AI Stock Analysis July 08, 2026

Markets are entering a new phase where AI remains the dominant investment theme, but the money is rotating into deeper layers of the supply chain rather than chasing headline names. The biggest driver
$BABA, $KKR, $ORCL — AI Stock Analysis June 11, 2026

The Nasdaq fell about 2%, the S&P 500 lost 1.6%, and the Dow dropped 1.9% on Wednesday after a hot inflation report spooked investors. The sell-off was driven by the CPI (Consumer Price Index — a meas