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
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FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
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Robots and gaming to take a bite out of the Faangs
Tech mega caps have had little success as they try to diversify forcing investors to look elsewhere
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How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
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Weekly outlook: Tech titans Meta, Amazon and Alphabet report; BoE and EBC to meet
Key events for UK wealth managers for the week starting 31 January
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Scottish Mortgage sells down Amazon over fears of ballooning market cap
First time James Anderson and Tom Slater have sold retail platform purely for investment reasons
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Facebook tool to address investment scams limited to the UK
Martin Lewis recently won an out of court settlement against the tech giant
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Big tech drags US down ESG rankings while EM nations rise
The surprising winners and losers of Morningstar’s ‘Sustainability Atlas’
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Emerging market funds top tech sector on Facebook scandal
Emerging market-focused funds have topped the tech sector since news of Facebook’s privacy blunder broke last month, according to FE Analytics.
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Rathbones eliminates Facebook from global fund
Rathbones has removed its entire holding in Facebook from its Global Opportunities fund, with the fund manager saying the company has lost its consumer trust, but several investors continue to have large holdings in the stock.
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Time to be bullish or bearish on tech?
Technology stocks have recently come under significant pressure, dragged down by the sharp fall in Faang stocks. But is the sector in a bubble that is about to burst or just going through a healthy correction?
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Funds could create ‘wider problem’ for tech sell off
Global equity funds with large allocations to tech could result in a “wider problem” if Monday’s sell off continues with many investors exposed to the sector even if they do not have direct holdings.
