The central argument for buying shares in highly valued Big Tech companies this year — unmatched prowess in generating earnings — is starting to look prescient.
Anthony Zackery, associate portfolio manager at Zevenbergen Capital Investments LLC, is in the latter camp. Still, for others such as Nicholas Colas, co-founder of DataTrek Research, the mood shift on markets — where recession fears have trumped AI euphoria — poses more than a passing threat.“Tech stocks have had an orderly sell-off despite higher rates because the market thinks their earnings will continue to hold up,” he said. “The recent sharp ascent in rates could challenge that outcome, however.”
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