BUZZ Investing: April Rebound Calms A March Washout
2026-04-24·via All Articles on Seeking Alpha
Summary
U.S. equities sold off sharply through late March on geopolitical uncertainty and Fed caution, then rebounded in early April on improved macro signals, leaving the BUZZ Index down 2.7% for the Period and -11.21% year-to-date.
Nebius, Intel, and AMD led index gains while Super Micro and Hims & Hers were the largest detractors, on export control concerns and GLP-1 business headwinds, respectively.
Investor positioning shifted decisively away from long-duration growth and AI-related equities, with software, semiconductor, and digital infrastructure names among the hardest hit as valuation support eroded and correlations spiked.
Donny DBM/iStock via Getty Images
U.S. equities sold off sharply through late March on geopolitical tensions and Fed caution, then rebounded in early April on stronger-than-expected jobs data and easing macro fears.
