A post by @DeItaone on X.
YARDENI CALLS MARKET SELLOFF A BUYING OPPORTUNITY
@DeItaone on X
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Yardeni Research described Thursday's sharp equity selloff as overdone and a buying opportunity, even as political resistance to AI infrastructure builds. The S&P 500 fell 4.4% and the Nasdaq dropped 5.5%, sliding into correction territory. The firm's call came alongside a note that 45% of planned US data-center capacity is affected by the pushback. The selloff reflects investor sensitivity to anything that could slow the AI buildout that has driven major index gains. Whether the dip gets bought will depend on whether data-center projects proceed and on upcoming earnings and economic data.
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Named in this story
Ed Yardeni, Yardeni Research, S&P 500, Nasdaq, AI infrastructure