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Asia
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Big tech earnings
Key takeaways inc
Investors may reappraise the TINA trade
Reaction suggests investors may no longer swayed by earnings ‘beats’
Analysts have low-balled estimates, possibly to account for the impact of tariffs
Two companies – Nvidia and Microsoft – each are worth more than $4trn. Together, that’s more than India’s and Japan’s combined annual output. Price is what you pay, as Warren Buffett put it. Value is
The technology-led US stockmarket has hit another record peak. There are rumours of stonking pay packages for software developers in Silicon Valley. One of the leading tech behemoths has just achieved
Artificial intelligence (AI) is – if you ask any of Silicon Valley’s top CEOs – the biggest opportunity in their company’s history. Few will tell you that it’s also their biggest threat. “For those bi
