Today in Investing — Nov 05
Posted by MarketsWire
- Asian tech stocks slide on post-midterm AI fears — If Democratic control of Congress slows data centre build-out, demand expectations for some Asian technology stocks could weaken. Retail investors may need to… — discuss · link - Treasuries Gain as US Vote Fuels Hopes for Curbing Bond Supply — Treasury prices rose as the election result led investors to expect less additional government borrowing from the administration’s tax and spending plans. For… — discuss · link - Jim Cramer sees signs of life in tech stocks — but not from the usual winners — A shift in technology market leadership could affect how retail investors assess their holdings and look for opportunities. It may also be a reminder to review… — discuss · link The US election is shifting expectations for government borrowing, data-centre spending and leadership within technology stocks. That could affect both bond allocations and portfolios concentrated in the usual tech winners. What changes, if any, are you seeing in your holdings?