Tech’s Fast and Narrow Rally Is on Shaky Ground
The stock market has too much riding on a volatile and cyclical industry. www.bloomberg.com #Techs #Fast #Narrow #Rally #Shaky #Ground
Tag: Techs
Meet the Nvidias of power — 5 stocks winning Big Tech’s $700 billion AI energy grab
Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid. www.marketwatch.com #Meet #Nvidias…
Big Tech’s AI spending is depriving investors of juicy payouts
Goldman Sachs expects S&P 500 share buybacks to grow only 3% this year, as a shaky economic backdrop and AI…
Big Tech’s Heavy Lift Is Nearing Its Limits
The next leg up in US equities will need a broader set of drivers and real progress on the war…
The Growing Divide of Tech’s Winners and Losers
Alphabet, Meta shares head in opposite directions after earnings www.bloomberg.com #Growing #Divide #Techs #Winners #Losers
Big Tech’s AI payback might be coming into view
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.…
Big Tech’s $700 billion spending on AI this year is called the ‘greatest capital misallocation in history’
Alphabet, Amazon, Meta and Microsoft are depleting their cash reserves and raising debt as AI spending moves even higher. www.marketwatch.com…
Why Alphabet’s stock is the standout gainer on Big Tech’s monster earnings day
Alphabet’s earnings beat and strong cloud growth are helping to justify raised spending projections. www.marketwatch.com #Alphabets #stock #standout #gainer #Big…
Big Tech’s $16 Trillion Earnings Week Is Make-Or-Break for Rally
Wall Street’s biggest technology stocks have carried the S&P 500 to record highs even as the war in Iran continues.…
Big Tech’s $4 Trillion Boomerang Powers S&P 500 to New Heights
Big Tech stocks are back and powering the S&P 500 Index to new highs, giving investors confidence that the latest…