-
Where next for Big Tech stocks? Pay attention to bitcoin, says Citi
Why Big Tech has been struggling of late, however, is more open to debate. The most popular theory is that rich valuations can't cope with burgeoning doubts about returns on AI-linked capital investment. But strategists at Citi, led by Dirk Willer, are skeptical that recent volatility is because of angst over Big Tech ROI. "We will not wade into this debate, as our best guess is that the market will give the companies some more time before expecting a return on investment," the Citi team said in a note published late Thursday. Citi does accept that hyperscalers raising debt on and off their balance sheet - rather ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
From tickmill.com|Nov 7, 2025Bitcoin briefly traded below $100,000 this week, a level not seen since June. Ethereum has wiped out all year-to-date gains. This analysis is exclusively for Goldman Sachs ...
From cryptoinamerica.com|Nov 7, 2025It looks like the Senate could be in session over the weekend in what’s shaping up to be an all-out effort to reopen the government before the upper chamber heads into recess next ...
From financefeeds.com|Nov 7, 2025The Federal Open Market Committee (FOMC) is one of the most influential bodies in global finance. Its decisions ripple across traditional markets—and increasingly, the ...
-
- Newer Stories
From etftrends.com|Nov 8, 2025Experienced cryptocurrency investors know that when bitcoin and the asset class at large were younger that it was largely the territory of retail traders and speculators. ...
From decrypt.co|Nov 8, 2025President Donald Trump’s media company reported multi-million dollar losses for the third consecutive quarter this year, a result that pushed the stock down to its lowest price in ...
From msn.com|Nov 8, 2025Americans’ perceptions of the job market worsened in October while their expectations for inflation edged lower, according to a monthly survey from the Federal Reserve Bank of New ...
