
Publikovat
taishiro
Google's capex outlook has made investors more sensitive to the cost of future growth, while weakness in crypto markets is adding another layer of pressure to Coinbase and Robinhood.
There's also a valuation issue here.
Companies that were priced for years of aggressive growth are now facing a market demanding stronger evidence of profitability and sustainable cash flow.
The difference between a good business and a good stock becomes very clear during periods like this.
This week's selloff is getting difficult to ignore.
Reddit and ServiceNow are both down roughly 33%, Coinbase has lost around 16%, while Robinhood is down approximately 12% on the week.
That's a serious repricing across growth stocks and crypto-related equities.
Part of the pressure comes from earnings reactions and concerns about how much companies are spending to compete in AI.
#CoinbaseQ3ProfitReturns
Zřeknutí se odpovědnosti: Obsah v síti OKX Orbit je poskytován pouze pro informační účely. Další informace
Odpovědi
Zatím žádné komentáře. Odpovězte jako první!
Aktuální informace z trhu
1#Úředník Federální rezervní banky uvedl, že inflace je stále největším rizikem
2#Propad akcií AI na americkém trhu způsobil, že Nasdaq během jednoho dne ztratil 2,3 bilionu dolarů
3#Jednodenní čistý odliv 405 milionů USD u BlackRock IBIT dosáhl čtyřměsíčního maxima
