Second day of the sale of US technology.

Palantir Technologies signaling on a option of options contract while merchants work on the floor of the American Stock Exchange in the New York Stock Exchange in New York, USA, on Friday, June 20, 2025.

Michael Nagle | Bloomberg | Getty images

If you have any American technology action in your portfolio (and let’s be honest, who is not?), You may want to look the other way.

For the second consecutive day, technology actions dragged the lowest markets, with the Nasdaq compound Sliding 0.67%. Juggersouts like Apple, Amazon and Alphabet They were more meh niphere than magnificent, falling more than 1%.

Palantir – The prominent S&P 500 Stock, who doubled so far this year, spent his sixth consecutive day in El Red and lost his place between a classification of the 20 most valuable US companies.

While the Palantir slide was partly triggered by a report of Citron’s investigation of the short seller Andrew Left, which called the company “separated from the foundations and analysis,” there was no unique trigger for the broader setback.

Investors could have been frightened by the caution of the CEO of Operai, Sam Altman, about the formation of an AI bubble, although some analysts dispute that statement. “In our opinion, the technological bull cycle will be very intact at least for another 2-3 years,” said Wall Street Tech Bull Dan Iives.

Or it could be something benign, like merchants that are blocked in profits. “Technological actions,” said Carol Schleif, the main strategist of the BMO private wealth market, “have had an incredibly strong race, with more than 80% since the minimums of the beginning of April.”

Summer, after all, is far from finishing. Some investors could have wanted to collect another round of Margaritas.

What you need to know today

Fed officials divided inflation and employment concerns. The governors of the Central Bank generally agreed that there were risks on both sides. But a couple, who broke the majority, saw the problems of the labor market as more pressing, according to the minutes of the July of the Fed meeting.

Trump is likely to choose Kevin Hassett as Fed’s next chair. The director of the National Economic Council firmly led the package, according to a CNBC Fed survey. However, respondents think that the president “should” choose the former governor of the Fed, Kevin Warsh.

There are no new solar or wind energy projects, says Trump. Renewable energy projects will no longer receive approval, Trump aware Wednesday about Truth Social. His comment occurs after the administration already hardened federal permits last month.

Fourth day of losses for the S&P 500. Investors continued to sell technology actions on Wednesday, with Palantir having their sixth consecutive losing day. The United Kingdom Ftse 100 Closed in another maximum despite the fact that inflation in July came hotter than expected.

(Pro) The FED cuts just when the markets are negotiated at the maximums. This is what tends to happen when both factors coincide, according to Goldman Sachs Research.

And finally …

The president of the United States, Donald Trump, participates in a multilateral meeting with European leaders in the East of the White House in Washington, DC, USA. UU. Image date: Monday, August 18, 2025.

Aaron Schwartz – Pa images | Pa | Getty images

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