Tech promises multi-year' M&A boom, says Morgan Stanley's Cheng
Technology M&A is entering a multi-year, accelerating upswing driven by AI investments, strategic buyer returns, and a record $1 trillion in tech deal value.
The Whole Financial World Is Terrified of Nvidia's Earnings Call
Nvidia's earnings and dominance create systemic market risk: AI valuations and massive data-center investments could amplify a tech-driven market downturn.
Alphabet reported strong revenue and profit growth driven by Search, YouTube, and Cloud growth, while infrastructure investments and an EC fine pressured margins.