The Intelligence from The Economist FAANGer danger: big tech takes a beating
Feb 8, 2022
Jan Petrovsky, The Economist's business editor, delves into the turbulent waters of the tech market, emphasizing how companies like Netflix and Meta face harsh scrutiny while others thrive. Nicholas Pelham sheds light on the shifting perceptions of Jews in the Arab world, revealing a surprising revival of Jewish life in unexpected places. Meanwhile, Shashank Joshi discusses how muddy terrain impacts military strategies in Ukraine, showcasing the historical and tactical challenges posed by the weather on the battlefield.
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Tech Stock Scrutiny
- Tech stocks, once bundled together, are now being evaluated individually by investors.
- This shift is driven by increased competition and a focus on specific company performance.
Shifting Tech Landscape
- The tech industry is changing, with certain markets becoming more competitive.
- This leads investors to be more discerning, focusing on individual company products and performance.
Key Investor Focus
- Investors are focusing on companies with pricing power and alternative plans if core products decline.
- Apple and Amazon demonstrate pricing power, while Netflix and Meta face challenges.