China, Tech & Solar Panels

Collateral damage from China’s ailing real estate sector has hit its consumer sector. US companies with exposure to China’s consumers have felt the blow of depressed consumer sentiment and spending. Jackie shares her takeaways from some of the victims’ June-quarter earnings reports. … Is the MegaCap-8 stocks’ recent selloff a canary in a coal mine, warning that AI won’t live up to its hype? Nope, suggests a look at their valuations together with their earnings growth prospects. … Also: Our Disruptive Technologies segment focuses on prospects for solar panel manufacturers and some innovations they’re developing.