Tag

Tech Rotation

2 articles tagged Tech Rotation.

Jun 03, 2026 · Aktien fürs Leben · 5 min read

Market Divergence, Tech Rotation, and Strategic M&A

Analysis of current equity market trends, highlighting US-Europe performance divergence, technology sector rotation, infrastructure demand, and strategic consolidation in the food delivery sector. Examines interest rate impacts and medtech valuation resets.

Business Investing #Equity Markets #Tech Rotation #M&A Strategy #Interest Rates
Feb 05, 2026 · Bloomberg Daybreak: Asia Edition · 5 min read

AI CapEx Surge Reshapes Asia Tech Supply Chains

Analysis of the divergence between US software sell-offs and Asian hardware resilience driven by AI infrastructure spending. Examines memory chip shortages, Alphabet's doubled CapEx, and the strategic positioning of Korean and Taiwanese semiconductor firms.

Business News Technology Investment Strategy #AI Infrastructure #Semiconductors #Asia Markets #CapEx