Nasdaq Lags As Investors Rotate Out Of Tech

Nasdaq Lags As Investors Rotate Out Of Tech

From MRKT Matrix by RiskReversal Media

June 4, 2026 · 9 min · Episode 508

About this episode

The episode discusses the recent performance of the Nasdaq and investor shifts from tech to other sectors.

MRKT Matrix - Thursday, June 4th Dow jumps 900 points, Nasdaq lags as investors rotate out of chip stocks for banks, retail (CNBC) America’s ‘other’ economy tells a different growth story (FT) Americans lead AI data centre backlash, global poll finds (FT) Phoenix Is a Data-Center Mecca—and Test Case for How to Pay for AI’s Power Needs (WSJ) Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement’ Risk (WSJ) Quantinuum stock opens at $68 per share after IPO (CNBC) Goldman Erects Lobby Rockets as Morgan Stanley IPO Rivalry Heats Up (Bloomberg) What to Know About the Demise of the Much-Hated ‘PDT’ Trading Rule ⁠(WSJ)⁠ The Boom in Crypto ETFs Has a Downside for Investors (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

People in this episode

Host: RiskReversal Media

Topics covered

  • Nasdaq performance
  • investor behavior
  • AI development
  • crypto ETFs
  • financial markets

Keywords

  • Nasdaq
  • investors
  • AI
  • crypto ETFs
  • financial news

Mentioned in this episode

Organizations: CNBC, FT, WSJ, Bloomberg, Quantinuum, Goldman, Morgan Stanley

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