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2min chapter
U.S Tech, Lululemon Earnings
Bloomberg Intelligence
Intro
Exploring the booming influence and market cap of tech giants like Nvidia, Microsoft, and Apple, raising questions on the valuation of tech companies compared to the entire China stock market and offering guidance for portfolio managers shifting towards tech investments.
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You're listening to the Bloomberg Intelligence Podcast. Catch us live weekdays at 10am Eastern. On Apple CarPlay and Android Auto with the Bloomberg Business app. Listen on demand wherever you get your podcasts, or watch us live on YouTube. Let's talk technology here.
Speaker 1
There's a lot happening. Again, the Bloomberg News story today, which is just amazing to me, Nvidia, Microsoft, and Apple are bigger than the China stock market. That's it. Wow. I don't know who did that math, but that's a good math that makes a good story to me. That's
Speaker 6
a great story. I mean, does it mean they're overvalued or China's undervalued?
Speaker 1
All right, let me check in with somebody who might have an opinion here. Anurag Rana, Bloomberg Intelligence, Senior Tech Analyst. Anurag, I mean, ever since I've known you, this is, we're going 14 years, you've had like the easiest job on Wall Street. All you got to do is say, tech spending's going up by these things. That's good for technology. Step back today, you walk into a portfolio manager's office here, and the portfolio manager, he or she has been in industrials their entire career. Now they're told they need to get some tech exposure. Where do you send them?
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