Tech under scrutiny ahead of earnings

Podcast: 🇬🇧 Stay ahead of the markets with Swissquote · Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan

Opublikowano: 2026-10-19

Market sentiment remains fragile as hotter US inflation, mixed bank earnings and growing concerns over AI financing test investors’ appetite. CoreWeave’s sharp stock and bond selloff has exposed an uncomfortable question: how long can the AI infrastructure boom rely on external financing before investors demand stronger returns? Money has moved towards US Treasuries and less technology-heavy stocks, but a slowdown in AI investment could reach far beyond chipmakers and cloud providers, affecting earnings, hiring and economic growth. This week, tech earnings led by Meta will put those nerves to another test. Strong spending plans could r Listen to find out...