valuation reset

$GOOGL down 12% from highs but holds $300 support with strong analyst backing and institutional inflows suggesting potential upside for long-term investors.

Home Depot and Lowe's stocks fell despite beating earnings, citing frozen housing market. Both showed strong operations and dividend increases, presenting potential buying opportunity.

Amazon stock dropped 20% from November peaks due to $200 billion AI spending plans weighing on near-term profits, though analysts remain bullish with $285 price targets.

SaaS giants hit 52-week lows as investors worry AI automation will reduce software licensing demand and fundamentally reshape traditional per-seat business models.