Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.
Tag: Alphabet
The FSA Spy market buzz – 20 December 2024
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
The FSA Spy market buzz – 29 November 2024
Yet another AI fund, competition is a good thing, let’s unleash the leverage, Baby! Pony is making driverless car progress, Amundi is bullish on Asia, learning to suffer heroically and much more.
The FSA Spy market buzz – 6 September 2024
Machine learning Chinese investment, BlackRock’s AI patience, Time Magazine’s AI cover, happier staff equal better returns, do wealth managers add value? Schroders,
sexy legs and much more.
Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
As the AI boom intensifies, fund managers are turning their attention to companies upstream and downstream from the obvious players.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
