Shifts in Tech Giants and E-Commerce Trends

This chapter examines key changes at Apple with a new CFO and reflects on Facebook's former CEO's regrets about COVID-19 censorship. It also analyzes the challenges faced by JD.com in the Chinese e-commerce market amid changing consumer behavior and market conditions. Additionally, the chapter offers insights into the concentration of the S&P 500, the outlook for major tech stocks, especially Nvidia, and the potential for a recovery in technology spending.