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Wall Street Is Making a Huge Mistake

Wall Street Is Making a Huge Mistake

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Summary

~1.0 min read
The market is broadly down, with big tech and semiconductors mostly red, though The Local surged on strong earnings. Micron fell 5% despite a blockbuster quarter. Jerome Powell announced the Fed held rates steady, with expectations for only one rate cut in 2026 and 2027. Inflation and GDP growth expectations are both up, leaving the Fed "stuck." Powell noted uncertainty from the Middle East and expects some, but less than hoped, inflation progress by mid-year, dismissing stagflation. The market's signal of fewer rate cuts is hitting rate-sensitive stocks. Alibaba reported a slight revenue miss and a big EPS miss. While cloud revenue surged 36% and international losses improved, overall revenue growth was only 2%, and profitability metrics declined. The market is unconvinced, awaiting a rebound in net income. Micron delivered excellent results, beating all expectations with strong growth and expanding margins across segments. However, the stock dropped due to "peak cycle anxiety," concerns over increased capex leading to future oversupply, and lower margins on HBM compared to non-HBM DRAM, alongside demand concentration risk.

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