Fintech Stocks Are on Sale. This One Looks Like a Screaming Buy.

2025-11-16 18:32:00 ET

The Nasdaq Composite isn't even down 5% from its peak, but cracks are starting to show in the bull market that's driven the tech-heavy index to more than double over the last three years.

Consumer discretionary spending at places like Chipotle is waning as multiple fast-casual chains have pointed to weakness in the key 25-to-35 demographic, and footwear and apparel brands like Lululemon , Deckers , and Nike are struggling as well.

The housing market remains weak. AI infrastructure platforms like Coreweave and Nebius are now down sharply from earlier peaks, showing that enthusiasm for all things AI may have gotten overheated.

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