Shifting Investment Strategies: From Big Tech to Small Caps

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This chapter analyzes the high valuations of big tech stocks and the profits investors have garnered, while highlighting a growing interest in small cap stocks due to their appealing lower valuations. It also discusses the potential need for other sectors to rise as leaders in the market if big tech experiences stagnation.

Losses in big tech stocks as investors punish companies over earning reports. The Bank of England may vote to reduce interest rates this week. Fallout after a Hizbollah attack on the Golan Heights.

Mentioned in this podcast:

US markets suffer worst day since 2022 as Tesla and AI stocks fall

BoE rate decision hangs on a knife edge as divided policymakers prepare to meet

Hizbollah drone footage highlights Israeli security vulnerabilities

The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Mischa Frankl-Duval, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Our intern is Prakriti Panwar. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.

Read a transcript of this episode on FT.com

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