2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back

Описание: Webinar Synopsis
1. Opening
Why did many AI and technology stocks decline despite strong earnings?
Are AI fundamentals weakening, or is this mainly market sentiment?
Agenda: Big Tech earnings • AI CapEx • FOMC & macro • Tech sell-off • What to watch next


Special Guest: Selina Han
Founder of Han Insights: Directs a research firm providing analysis on global equities, derivatives, AI, and market trends for industry professionals and investors.
Former Cboe Economist: Specialized in U.S. equity markets, listed options, market structure, exchange economics, and financial regulation.
UIUC Ph.D. Researcher: Focuses her academic work in Applied Economics on commodity pricing and commodity markets.
Core Research Expertise: Bridges market microstructure, derivatives, artificial intelligence, and the broader impact of macroeconomic developments on capital markets.