Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.
Source: https://www.cnbc.com/2026/02/03/private-credit-stocks-plumme…
The first few trading days of January have reminded investors that we’re still operating in a manic market. Each of the major indexes has closed at a new all-time high in January, and as of the market opening on Jan. 8, all the indexes were positive for the year.
Microsoft is valued at historically cheap levels. Nvidia trades for the same price as the S&P 500.
Quantum computing stocks got Wall Street’s attention in 2025 as JPMorgan, Jefferies, Evercore ISI, Cantor and Mizuho initiated coverage.
