Amrina Sherbal
speaker
213 appearances
6 recordings
1 series
first heard Dec 2025
last heard 18 Aug
Amrina Sherbal’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.
Appearances
Last we checked, the S&P 500 was down 0.3%.
NASDAQ was trading below 1.1%.
And the blue chip DAO was up 0.3%.
Treasury yields were higher.
The 10-year treasury yield, five basis points higher at just over 4.5%.
And the two-year treasury yield rose four basis points to just over 4.2%.
crude oil futures were at 73 and brent was at 77 per barrel options markets are flashing growing concern about the stability of technology stocks particularly companies tied to the ai boom this is according to apollo's chief economist torsten slocke slocke noted that a key measure of nasdaq volatility relative to the broader s p 500 has climbed to its highest level in years
highlighting a sharp divergence in how investors are pricing risk across the equity market.
The move suggests traders are increasingly seeking protection against potential swings in technology shares, even as broader market volatility remains comparatively subdued.
The widening gap indicates that market participants view the greatest vulnerability as concentrated within growth-oriented and AI-linked stocks rather than the overall market.
Demand for downside protection in the Nasdaq has accelerated, reflecting concerns that elevated valuations and crowded positioning could leave parts of the tech sector exposed to a period of heightened turbulence.
At the same time, the relatively calm volatility profile of the S&P 500 suggests investors are not anticipating a broad-based market sell-off.
Instead, current options pricing points to fears of a more targeted shakeout centered on high-growth tech names.
The trend underscores how investor sentiment has become increasingly dependent on a narrow group of AI-related companies that have played a major role in driving recent market gains.
Four stories that broke out Monday morning that we are watching.
AbbVie acquires Apogee.
AbbVie has agreed to acquire Apogee Therapeutics in an all-cash deal valued at $135.11 per share, totaling approximately $10.9 billion in equity value.
The transaction is expected to strengthen AbbVie's immunology franchise and expand its presence in respiratory diseases.
apogee shares rallied 52 percent in early trading on the news the deal is expected to close in the third quarter of 2026. micron technology and anthropic have announced a collaboration to develop memory and storage infrastructure optimized for artificial intelligence workloads micron shares popped five percent during early market trading on the news the partnership establishes micron as anthropic's primary memory and storage component supplier
and will research how memory and storage subsystems perform across AI training and inference workloads.
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