
FOMO Vs. The Earnings Bar
Seeking Alpha
Published: Aug 08, 2026, 05:50 PM GMT+9
MV Financial 1.08K Followers Follow Summary Up until this week, US stock indexes had been in something of a holding period pattern since the middle of June. The South Korean Kospi index, about half of which is dominated by two semiconductor stocks, Samsung Electronics and SK Hynix, saw a precipitous drop of 39 percent from its mid-June high to the end of July. The market appeared to breath a huge sigh of relief when the news about Situational Awareness broke, and for a couple days the AI-momentum trade reverted to its old FOMO-ish ways. BeritK/iStock via Getty Images Summertime, and the living is… easy? Maybe not so much. The idea of the month of August being a beach-read lull between midsummer and the frenzy of back to school seems to have gone the way of dial-up Internet. This article was written by MV Financial 1.08K Followers Follow MV Financial is a Washington DC-area asset manager offering investment advisory services through MV Capital Management, a Registered Investment Advisor. We specialize in deep research across a wide range of asset classes and investment vehicles, with the goal of transforming knowledge into actionable investment solutions for our individual, family and institutional clientele.
Source: Seeking Alpha
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