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Surveillance: Longer and Higher with Chiavarone

Bloomberg Surveillance

00:00

Is This the Beginning of the End?

I think that gone are the days where you can get up and expect Amazon, Apple, Alphabet, Metaplyx forms to outperform against NASDAQ automatically. You need to see some company-specific initiatives or a rebound in digital advertising on a strengthening economy. The question for all these companies in big tech is, can they outpace the contraction in their multiple by having their profits grow at a higher than expected rate? And I think it's going to be a challenge across the board.

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