Aug. 24, 2026 6:26 am ET
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The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
0800 GMT – Asian tech stocks are being tested by corporate actions and supply concerns, Tickmill Group’s Patrick Munnelly says in a note. With Alibaba planning to raise $10.2 billion for AI investment via a share placement and Chinese memory chipmaker YMTC seeking $4.9 billion in a Shanghai IPO, there are growing concerns about massive equity dilution and fresh share supply hitting the market, he notes. “While easing crude prices provide a temporary buffer, trade spats and incoming inflation data leave little room for complacency,” he says. Meanwhile, investors trim risk exposure to highly sensitive growth stocks ahead of pivotal megacap earnings, including Nvidia’s later this week, and the Federal Reserve’s annual Jackson Hole gathering. (sherry.qinwsj.com)
#talks
Listen
(4 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
0800 GMT – Asian tech stocks are being tested by corporate actions and supply concerns, Tickmill Group’s Patrick Munnelly says in a note. With Alibaba planning to raise $10.2 billion for AI investment via a share placement and Chinese memory chipmaker YMTC seeking $4.9 billion in a Shanghai IPO, there are growing concerns about massive equity dilution and fresh share supply hitting the market, he notes. “While easing crude prices provide a temporary buffer, trade spats and incoming inflation data leave little room for complacency,” he says. Meanwhile, investors trim risk exposure to highly sensitive growth stocks ahead of pivotal megacap earnings, including Nvidia’s later this week, and the Federal Reserve’s annual Jackson Hole gathering. (sherry.qinwsj.com)
#talks
18 days ago
