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Bloomberg

Nuveen's Cooper Sees Rotation Back Into Hyperscalers

Laura Cooper, global investment strategist and macro credit head at Nuveen, discusses the outlook for equity markets and why she sees the potential for a rotation back into hyperscalers. "Valuations have come off, we're now seeing revenue growth have a slight upturn going forward, and we've seen several weeks of consecutive outflows," Cooper tells Bloomberg Television.

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Bloomberg

Asia Stocks Drop on Chip Selloff, Nasdaq Futures Down

Asian equities fell as renewed selling in technology stocks, including Samsung Electronics Co. and SK Hynix Inc., deepened concerns that the AI-driven rally may have run ahead of itself. Futures for the tech-heavy Nasdaq 100 Index retreated 1.1%, suggesting Monday's rebound on Wall Street was losing momentum. European shares were also set for losses. Bloomberg's Avril Hong and Mark Cranfield report.

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