Hyperscalers like Amazon Web Services have pledged billions more in AI-linked investment The debate about how important the AI boom is to the broader stock market rumbles on - though most analysts ...
Tech investors on both sides of the Atlantic are navigating a complex mix of optimism and caution. In the first quarter of 2025, M&A deal volume in software and tech-enabled services increased by ...
Renowned investor Michael Burry has issued a stark warning about the sustainability of the current tech sector boom, questioning whether it represents the biggest rally of our era or is instead ...
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Tech stocks have lost over $1 trillion in value this year. Is it time to panic -- or buy?
The technology sector has been leading the market higher for several years. Investors have a bad habit of pushing investment themes to extremes. When the last technology bubble burst, the pain lasted ...
I recommend a 60/40 split: 60% in IXN for large-cap US tech exposure 40% in XT for diversification and emerging growth. IXN captures current tech momentum with US giants like Nvidia, Microsoft, and ...
From time to time, I’ll sit on a product call where a vendor pitches software or some other IT product. Recent pitches include many AI-enabled tools, following current tech trends. But I often wonder ...
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