Big Tech Faces Investor Retreat
Big Tech experienced a rough week as investors moved away from AI and memory stocks.
1Market Analysis
Navigating the Tech Slump and Finding Opportunities Beyond Software
An analysis of the recent sell-off in Big Tech and AI stocks, with insights on alternative investments in lower-middle-market businesses and updates on biotech and SpaceX.
Listen to the source episode
Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
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Turn this episode into your next question.
Ask naturally. GenPod can find a related episode—or make a focused explainer when the right one does not exist.Key takeaways
What to know before you press play.
AI Trade Resilience
Gene Munster from Deepwater Asset Management argues that the AI trade is not dead and provides strategies for navigating the tech sell-off.
2Opportunities Outside Software
Investors may find better returns outside of the software trade by focusing on lower-middle-market businesses.
3Biotech and SpaceX Updates
The episode covers the next moves in biotech following a significant week and discusses SpaceX's recent performance.
4Nike Earnings Preview
Analysis of whether Nike can overcome a rough year when its results are released next week.
4Ask GenPod next
Keep the question moving.
“What specific strategies does Gene Munster recommend for navigating the tech sell-off?”
“Which lower-middle-market businesses are highlighted as having better return potential?”
“What were the key developments in biotech during the recent significant week?”
Background reading
The context behind the episode.
Questions
Questions to carry into the episode.
Is the AI trade dead?
Gene Munster suggests the AI trade may not be dead and outlines how investors can navigate the current sell-off.
2Where can investors find better returns outside of software?
Investors might find better returns in lower-middle-market businesses.
3What is the outlook for biotech?
The episode discusses the next move in biotech following a significant week of activity.
4Can Nike recover from its rough year?
The episode analyzes whether Nike can run past its rough year when results are released.
4Experts
Voices named in the source.
Gene Munster
Deepwater Asset Management
2Sources and disclosure
Where this guide comes from.
Fast Money Disclaimer. Hosted by Simplecast, an AdsWizz company.
- Publisher show notes
A rough week for Big Tech as investors shy away from AI and memory stocks.
- Publisher show notes
Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off.
- Publisher show notes
Then, why investors might find better returns outside of the software trade in lower-middle-market businesses.
- Publisher show notes
Plus, the next move in biotech after a big week, SpaceX falls back down to earth, and if Nike can run past its rough year when results cross the wires next week.
- Publisher show notes
Fast Money Disclaimer
- Publisher show notes
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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