Latest in Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
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Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
How to increase or cut your exposure to Nvidia and other hot Big Tech stocks
Also: Tesla’s killer quarter, stock-market warnings and more positive predictions, and some World Series numbers.Business - MarketWatch - October 26 -
Big Tech’s shift on Trump
Outrage over his 2016 election victory has given way to wariness but also anticipation of opportunitiesWorld - Financial Times - November 7 -
Trump and Big Tech
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Big Tech will face continued scrutiny under Trump Lina Khan’s controversial tenure as Federal Trade ...Politics - The Hill - November 12 -
Gaetz vs. Big Tech
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Matt Gaetz and his battle with Big Tech President-elect Trump’s decision to nominate former Rep. Matt ...Politics - The Hill - 3 days ago -
Big Tech stocks rally, as tech now drives S&P 500 more than on Election Day 2016
Big Tech stocks rallied Tuesday as Americans cast their vote for the next U.S. president, fueling the S&P 500’s sharp gain.Business - MarketWatch - November 5 -
Big Tech makes amends with Trump
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Big Tech reaches out to Trump ahead of Election Day The leaders of major technology companies are making ...Politics - The Hill - October 29 -
Jim Cramer explains why fossil fuels remain vital as the Big Tech boom continues
CNBC's Jim Cramer noted Big Tech's growing energy demands, with companies like Meta, Nvidia, Google and Microsoft building more and more data centers.Business - CNBC - October 24 -
Ways to target – or avoid — Big Tech and megacap stocks via ETFs amid AI frenzy
“The shape of the U.S. equity market has undergone a massive change over just the last few years,” says BlackRock’s Rachel Aguirre.Business - MarketWatch - October 24 -
Jim Cramer identifies an interesting buy level for our worst performing Big Tech stock this year
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 31 -
Big Tech CEOs send well wishes to Trump
Tech world reactions came from leaders including Mark Zuckerberg and Jeff Bezos.Top stories - NBC News - November 6 -
Big Tech Wants You Back in the Office
What’s really behind these return-to-office mandates?Tech - Wired - November 7 -
What Donald Trump's Win Will Mean for Big Tech
Donald Trump's approach to Big Tech has oscillated between calls for stricter regulations for some players and a hands-off approach for others. Here's how he might steer tech policy in a second term.Tech - Wired - November 7 -
Big Tech Employees Quiet After Trump Is Elected
Eight years ago, workers loudly protested White House policies. This time around, the companies are trying to keep a lid on activism.Tech - The New York Times - November 9 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28 -
The year's top tech stock is up 300% thanks to AI — but it's not Nvidia
With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.Business - CNBC - November 4 -
Jim Cramer's big takeaway from the market reaction to Nvidia's earnings beat
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - Yesterday -
Stock market suffers a Halloween selloff as tech investors get the chills
A confluence of frightful factors sank stocks on the final day of October.Business - MarketWatch - November 1 -
Europe’s Big Tech Hawks Brace for a Post-Biden Future
European ambitions to rein in the US tech giants depend on the outcome of the election—and the fate of antitrust firebrand Lina Khan.Tech - Wired - October 30 -
Big Tech Sees AI Bets Starting to Pay Off
Microsoft, Google and Amazon all reported strong quarterly growth in cloud revenue but warned of increased capital spending.Business - The Wall Street Journal - November 1 -
Wall Street frets over Big Tech’s $200bn AI spending splurge
The four biggest US internet groups this week showed glimpses of benefits but warned of increased spendingBusiness - Financial Times - November 1 -
What Big Tech CEOs want from a second Trump presidency
Leaders of Silicon Valley’s giants hope for a more permissive attitude on deals, antitrust and AI in the next administrationWorld - Financial Times - November 7 -
What a second Trump presidency means for big US tech firms
Instant boom enjoyed by some sectors belies complex decisions to be made on AI, monopolies and social media. When the US election result pushed shares in the artificial intelligence chip giant ...World - The Guardian - November 8 -
European Google rivals partner on search engine infrastructure to counter Big Tech
Ecosia and Qwant are partnering to build a European search index and reduce their dependence on U.S. Big Tech firms.Business - CNBC - November 12 -
Big Tech scrutiny will continue under Trump, even without Lina Khan
Lina Khan’s controversial tenure as Federal Trade Commission (FTC) chair seems at an end with President-elect Trump’s win last week, removing a massive “thorn” in the side of large tech firms that ...Politics - The Hill - November 12 -
Trump’s potential antitrust enforcers may keep Big Tech in their sights
Contenders for prime slots include a top aide to JD Vance and several former Department of Justice lawyersBusiness - Financial Times - November 12 -
Inside Big Tech's Bid to Sink the Online Kid Safety Bill
Tech giants and their allies are leaning on culture-war issues to splinter bipartisan support for the bill.Tech - The Wall Street Journal - 6 days ago -
Offshore oil is back. At what cost?
Years after one of the worst spills in history, companies in search of new discoveries are drilling even deeper into the seabedBusiness - Financial Times - 5 days ago -
Government could force pension funds to invest more in UK assets
Further measures may be taken if ‘megafund’ reforms fail to boost domestic investment, says pensions ministerBusiness - Financial Times - 5 days ago -
Trump picks Big Tech critic to head communications regulator FCC
Brendan Carr has suggested curbing legal protections for online publishersWorld - Financial Times - 5 days ago -
How Trump’s Pick for FCC Chair Could Disrupt Big Tech
Brendan Carr, a co-author of the contentious Project 2025 political manifesto, has accused major social media platforms of operating a ‘censorship cartel.’Business - Inc. - 4 days ago -
Matt Gaetz could launch Big Tech crackdown at DOJ
President-elect Trump’s decision to nominate former Rep. Matt Gaetz (R-Fla.) as attorney general signals a rough road ahead for major technology firms during his second administration. Gaetz had ...Politics - The Hill - 3 days ago -
Antitrust Enforcers Prepare Final Blitz Against Big Tech
The Biden administration’s top antitrust officials plan to take more shots at the tech industry before leaving office, in a race to cap four years of aggressive enforcement.Business - The Wall Street Journal - 4 days ago -
Lightricks bets on open-source AI video to challenge Big Tech
Lightricks releases LTXV, a breakthrough open-source AI model that generates professional-quality videos in real-time on consumer hardware, challenging tech giants with faster processing speeds and ...Tech - VentureBeat - Yesterday -
7 big clues that a recession is going to clobber the stock market
“I would be well below my maximum equity allocation,” investment strategist Doug Ramsey cautions.Business - MarketWatch - November 9 -
This is what history shows after big stock-market jumps like this one
There have been eight instances of 36%+ S&P 500 rallies over 52 weeks since 1995Business - MarketWatch - November 13 -
Big Tech loses some shine ahead of a big earnings week. But ‘where else are you going to get that type of growth potential?’
As most Magnificent Seven companies gear up for quarterly earnings reports this week, some analysts expect growth that’s either still pretty good for their size, or still hard to come by anywhere ...Business - MarketWatch - October 27
