4 min read
Software ripped, breadth didn't — and Warsh speaks at 10
Salesforce rose 22% and Okta 28%, yet 59 of 100 large caps fell. Marvell dropped on a record quarter. Fed Chair Warsh speaks at 10 a.m. ET.
- market-briefing
- Jackson Hole
- software
01Tagged “software”
Tagged “software”
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3 min read
Semis Lead, Software Sold: Rotation Inside Tech, Not Risk-Off
Monday's tape split 25 advancing to 75 declining, semis led while software was sold on someone else's revenue print, and Home Depot reports before the open.
- market-briefing
- semiconductors
- software