A breakdown of the "Magnificent Seven†and AI hyperscalers raises concern for the stock market and the economy ...

Forget the indexes. Active ETFs are hot, and stock picking is the new 'Big Tech. ...

Group 1 - Alphabet (GOOG) and Cisco Systems (CSCO) are facing scrutiny due to disappointing guidance and margin pressures, indicating potential challenges in the tech sector [1] - Cisco Systems has breached its 50-day moving average and is now testing its 100-day moving average, which has historically supported the stock since last October [2] - Investors are advised to monitor the stock's daily and weekly closing prices around these key moving averages to assess buying opportunities in Big Tech [3] Group 2 - The market strength is currently observed in sectors such as staples, materials, and energy, with over 90% of components in these S&P sectors trading above their respective 50-day moving averages [3] - Watts Water (WTS) has shown significant performance, rising over 7% following its quarterly report, suggesting it may be establishing a new higher trading base [4]

Big Tech and Bitcoin, two of 2025’s hottest trades, have been under significant pressure to open the year. This week’s Bloomberg Australia Podcast looks at what’s behind the volatility and why some investors remain surprisingly bullish. https://t.co/hHkFAHskvw ...

Core Viewpoint - Alphabet Inc. is preparing to issue a rare 100-year bond, aiming to raise approximately $20 billion to support its significant investments in artificial intelligence and other technologies, marking a notable shift in how tech companies are perceived in the financial market [1][2] Group 1: Century Bonds Overview - Century bonds are unique financial instruments typically issued by companies with exceptional longevity and financial resilience, often associated with blue-chip industrial firms rather than technology companies [1] - If Alphabet proceeds with this bond issuance, it will join a select group of corporations that have issued 100-year debt, including Ford Motor Co. and Motorola [1] - The rarity of century bonds makes them attractive to life insurance companies and pension funds, which seek long-term assets to match their obligations [1][2] Group 2: Investor Demand and Market Perception - Analysts expect strong demand for Alphabet's 100-year bond, with reports indicating over $100 billion in demand across various currencies and maturities, reflecting a sustained appetite for high-grade corporate debt [1][2] - The willingness of investors to commit capital to a technology company for a century indicates a shift in perception, viewing hyperscale tech firms as critical infrastructure rather than cyclical entities [2] - The strategic choice to issue the bond in sterling is seen as beneficial, as the UK market has a deep pool of investors familiar with ultra-long maturities [2] Group 3: Alphabet's Funding Strategy - The century bond issuance is part of a broader multi-tranche offering, including a seven-part dollar transaction and potential issuance in Swiss francs, showcasing a diversified funding approach [2] - Alphabet's previous bond issuance in November raised $17.5 billion, attracting approximately $90 billion in orders, indicating strong market interest [2]

Group 1: U.S. Market Performance - U.S. markets closed higher, with Big Tech stocks rebounding; Oracle increased by 9.6% and Microsoft by 3.1%, contributing to a 0.47% rise in the S&P 500 and a 0.9% jump in the Nasdaq Composite [1] - The Dow Jones Industrial Average saw a slight increase of 0.04%, reaching another record close [1] Group 2: Asian Market Trends - Asian stocks mostly followed Wall Street's upward trend, with Japan's Nikkei 225 rising over 2%, outperforming regional peers [2] - Investors are optimistic about Japanese equities due to Prime Minister Sanae Takaichi's economic policies [2] Group 3: Big Tech Concerns - Despite gains in U.S. and Asian equities, Big Tech faces heavy capital expenditure and financing concerns; Alphabet warned of potential "excess capacity" in data centers [3] - Alphabet plans to raise $20 billion through a U.S. dollar bond sale, including a bond with a 100-year tenor [4] Group 4: Industry Growth Indicators - ChatGPT is reportedly exceeding 10% monthly growth, as stated by CEO Sam Altman; sustained industry growth could mitigate Alphabet's "excess capacity" issues [5] - Oil prices dipped slightly amid the European Union's plans to sanction ports in Indonesia and Georgia over Russian oil handling [5] Group 5: European Market Focus - Key stocks to watch in European markets include AstraZeneca, Barclays, and Kering, which are reporting earnings today [6] - Standard Chartered's shares fell by 3.4% in Hong Kong following the unexpected departure of Diego De Giorgi, who was anticipated to be the next leader of the bank [6]

Big Tech to Spend $650 Billion This Year as AI Race Intensifies. Listen for more on Bloomberg Intelligence.https://t.co/7Dov35lkfJ ...

The Stock Market Has Lots of Questions—and Not Many Answers - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# The Stock Market Has Lots of Questions—and Not Many AnswersBy [Jacob Sonenshine]ShareResize---ReprintsIn this article[DJIA][SPX] [CO ...

ToplineThe S&P 500 surpassed 7,000 points as trading opened Wednesday, the latest milestone for the nearly 70-year-old index as big tech has boosted the market in recent years. The index, tracking the largest American companies, is fueled by big tech's skyrocketing growth.AFP via Getty ImagesKey FactsThe S&P 500 briefly rose to 7,001 shortly after trading commenced on Wednesday, before gains pared back to just 0.2% below the 7,000-point threshold.Broader gains were headlined by Intel, whose shares surged 9. ...

A veteran money manager shares his top picks. ...