2 items across 2 digests
Goldman Sachs identifies tech stocks experiencing an 'up crash' - a volatility pattern seen only four times in history - as a signal for continued gains. This rare market dynamic suggests sustained momentum in tech valuations, potentially benefiting investors positioned in technology equities and related supply chains.
Software stocks previously down significantly have joined the market rally, with Microsoft having been down close to 20% in 2026. This rebound demonstrates classic value investing principles as investors buy technology stocks after major drawdowns.