Veytics Intelligence
2026-10-09 · Yahoo

Are markets still overconcentrated in tech heading into earnings season?

Big Bank stocks will kick off the third quarter earnings season next week. FBB Capital Partners senior portfolio manager Mel Casey sits down with Brooke DiPalma to discuss his earnings season forecasts and whether there are still overconcentration risks in the market (^DJI, ^IXIC, ^GSPC). Video Transcript 00:00 Speaker A get your outlook on that upcoming earning season, of course, kicking off with financials. Now they have declined, but you believe that this could be a strong outlook as they are set to begin next week? 00:09 Speaker B Yeah, and the the decline in financials has definitively been as the rates have increased and in in the last month or two and so that's understandable.

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