What's Next for Tech Stocks?
Barron's Live
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Tech Earnings and AI Disruption
This chapter analyzes the second quarter earnings of tech companies, focusing on the shift towards mega-cap stocks and their performance amidst AI advancements. It contrasts the fortunes of these giants with the struggles of smaller firms, while exploring the evolving role of AI in software development. The discussion includes the competitive landscape between Google and OpenAI, as well as Meta's strategic pivot towards AI for future growth.
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