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Investor Insights: Market 'speed bumps' won't halt Tech's long-term growth, with Anthony Ginsberg

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Manage episode 447940329 series 2605825
Kandungan disediakan oleh BizNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BizNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Anthony Ginsberg, managing partner of GinsGlobal, offers valuable insights into the recent market volatility impacting big tech. As Alec Hogg discusses in his latest interview, tech stocks like Amazon, Meta, and Microsoft face heightened scrutiny due to intensified AI investments and antitrust challenges under the current administration. Ginsberg shares his forecast on the impact of the upcoming U.S. presidential election on tech sector dynamics, predicting a potential relief rally if regulatory restraints are eased. In the meantime, the surge in AI and cloud spending is set to reshape the tech landscape, presenting both risks and opportunities for investors.
  continue reading

1236 episod

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iconKongsi
 
Manage episode 447940329 series 2605825
Kandungan disediakan oleh BizNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BizNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Anthony Ginsberg, managing partner of GinsGlobal, offers valuable insights into the recent market volatility impacting big tech. As Alec Hogg discusses in his latest interview, tech stocks like Amazon, Meta, and Microsoft face heightened scrutiny due to intensified AI investments and antitrust challenges under the current administration. Ginsberg shares his forecast on the impact of the upcoming U.S. presidential election on tech sector dynamics, predicting a potential relief rally if regulatory restraints are eased. In the meantime, the surge in AI and cloud spending is set to reshape the tech landscape, presenting both risks and opportunities for investors.
  continue reading

1236 episod

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