Rotation away from tech [Video]
|Global markets are showing clear signs of tech disappetite, as investors rotate away from AI-linked names and into value-oriented pockets of the market. Strong tech earnings no longer impress, the Fed cut hardly makes tech investors smile and against this backdrop, risk-sensitive assets such as Bitcoin have come under pressure, underscoring the broader shift in sentiment.
While the Federal Reserve’s renewed Treasury bill purchases offer liquidity support, markets remain focused on whether AI investment can translate into sustainable end-product revenues. Until that happens, tech disappetite is likely to persist, keeping rotation — rather than outright risk-on — as the dominant market theme.
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