Crypto selloff shakes tech, but panel sees selective buying opportunities

CNBC Television | February 06, 2026 at 03:47 PM UTC
Bullish 80% Confidence
Watch on YouTube

Key Points

  • Matt Maley links the crypto market decline and forced selling to tech stock weakness, suggesting a near-term bounce.
  • Barbara Doran sees the tech sell-off, including hyper-scalers like Amazon, as a buying opportunity, not a systemic crisis.
  • Viraj Patel notes retail investors are being selective and opportunistic, buying dips in specific stocks like Alphabet.
  • The chip stocks are identified as a crucial leadership group within the tech sector, with their performance being key for the broader market.

AI Summary

The panel discusses the recent market volatility, particularly the crypto sell-off and its impact on tech stocks. While acknowledging the significant downturn, experts view it as an overreaction and a potential buying opportunity, noting selective dip-buying by retail investors. The discussion highlights the importance of the tech sector, especially chip stocks, in broader market movements.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Bullish 80%
Consensus Bullish 80%