See the full story in the original article.
Read the original on moneycontrol.com ↗
Keywords
investor sentimentSouth China Seaselloff
Open a keyword to see other news on the same topic.
Related news
- Worried about this stock-market selloff? Relief may be coming after the midterms — no matter who wins.
- Glass House Stock Is Getting Smoked
- The Korean stock market’s in freefall, and these are the reasons why
- Notable stocks at the open on 22 October
- Chinese coast guard ships enter restricted waters near Dongsha: CGA
- How Hard Was It To Hold Alphabet Stock?
A $10,000 investment in Alphabet (GOOGL) grew to about $87,100 over ten years before dividends, versus about $36,500 in the S&P 500, yet holders endured seven declines of 20% or more, two of them over 30%. The deepest one, starting November 2021, cost Alphabet 44.3% against 20.9% for the S&P 500, and about 15 months passed before the stock closed above its prior high in January 2024. The current fall, from a May 13, 2026 closing high, reached 21.1% by July 23 and the stock has not closed above that peak since. Sales over twelve months were 17.9% and 5.5% higher at the lows than at the prior highs in the two falls, while operating margin slipped from 30.3% to 27.8% in the first and edged up from 32.7% to 33.1% in the second. The stock is up 323% from its November 2022 low but trades 12.4% below its May high.
Related markets
Latest news
- Which Crypto Could Be the Second to Reach a $1 Trillion Market Value?
Bitcoin is the only cryptocurrency above $1 trillion in market value, at about $1.62 trillion. Ethereum, at about $2,335, needs a 3.5x increase to reach $1 trillion, the smallest multiple among its rivals, which need 10.3x for BNB, $15.79 for XRP and 16.8x for Solana. The article notes that supply growth complicates XRP and Solana, and that U.S. spot Ethereum ETFs had $12.7 billion in cumulative net inflows as of October 22, below a $14.0 billion peak, while spot XRP and Solana ETFs had $1.8 billion and $1.54 billion. It concludes Ethereum is the most viable candidate near term, but ETF inflows would first need to exceed the $14.0 billion peak, and the price would then need to surpass its $4,946 all-time high before reaching $8,186.
- Down 17%, Is Meta a Buy on the Dip?
Meta's stock has slipped 17% from a peak last month amid investor worries about heavy AI infrastructure spending and a possible AI bubble. The company's apps reach about 3.6 billion people daily, and its new Muse personal AI agent reached 5 million downloads faster than ChatGPT and Claude did after their launches. Meta's latest earnings beat revenue estimates, with double-digit growth in ad impressions and ad prices, but its full-year capex forecast was narrowed to $135 billion to $145 billion, which weighed on the shares. The article says the stock, at 21x forward earnings, looks reasonably priced and describes it as a growth stock that is attractive on the dip.
- Can Bitcoin Double in Value During the Next Crypto Bull Market?
Bitcoin is down 7% for the year at about $84,000, and analysts have been lowering their price targets. Citigroup's 12-month target of $113,000, issued in early October, implies a 35% gain but remains below the all-time high of $126,000 from October 2025 and far under the $200,000 target cited earlier this year. JPMorgan predicts 10% annualized growth over the next decade, well below the 37% compound annual growth rate from August 2017 to August 2026. At 10% a year for three years, Bitcoin would reach only $112,000, so it would not double or set a new record, and the article stresses that future growth, not past performance, is what matters.
- The Bet Eldorado Gold Holders Made
Eldorado Gold shares returned 22.3% over the past year including dividends, even though late-2025 views were split: bulls pointed to the Skouries and Olympias projects, while bears flagged ESG pressure and geopolitical risk. At the start of the period the shares cost CA$36.72, with a bullish Fair Value of CA$41.05 and a bearish one of CA$28.97, the latter reflecting higher all-in sustaining costs of around $1,520 per ounce. Q2 2026 results showed revenue of US$487.456 million, net income of US$172.817 million and a net margin of 35.5% versus 30.8% a year earlier, favoring the optimistic case, though capex and project risk at Skouries and McIlvenna Bay kept caution alive. The shares now trade at CA$44.32, above the starting level, and the selected Narrative's Fair Value remains higher still. The article argues the story has shifted from gold output to a mix of copper growth projects and cash returns, so a smooth ramp-up at Skouries and McIlvenna Bay is key to the cash flow outlook.
- Why Is Microsoft (MSFT) Central To AI Cyberattacks And Digital Patient Twins?
Microsoft reported that its threat intelligence teams helped uncover a Beijing-backed, AI-driven cyber campaign targeting several sensitive sectors in 2026. According to the company, attackers used generative AI tools to craft spear-phishing content and automate reconnaissance against government, defense and telecom organizations. Microsoft also announced a collaboration with Boehringer Ingelheim to use Azure-powered AI “digital patient twins” in clinical trials and drug development. The article argues these developments give Microsoft direct visibility into enterprise cyber risks and large-scale AI workloads, while raising the question of whether heavy AI and data center spending is matched by security. The next test, it says, is whether upcoming quarterly disclosures show how many large regulated customers are using Microsoft's AI tools in production rather than only piloting them.
- Corning Stock Has Lost Half Its Value Since June. Is It a Buy Before Its Next Report?
Corning shares have fallen about 51% from their June 29 record of $255.69 to roughly $125, even though second-quarter core earnings per share rose 30% and management forecast around 28% growth in the third quarter. The article attributes much of the decline to a rally that ran ahead of the business, following a Nvidia partnership and an Amazon supply deal, along with an agreement to issue up to $2 billion in new shares. Optical communications sales rose 32% to $2.07 billion in Q2, about 44% of total sales and the main driver of core sales growth. At the current price, the stock trades at about 44 times adjusted earnings over the past four quarters and about 29 times analysts' 2027 consensus estimate, under half its June peak P/E. The author sees the sell-off as making the stock worth a closer look, while flagging risks from reliance on AI data center spending by a few tech giants and possible dilution from share issuance.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.