Big Tech
Asia shares extend global tech rout
Selloff spreads after Alphabet’s huge spending forecast.
Reuters
Global markets often transmit “US tech” narratives quickly when capex and AI expectations shift.
What to know
- AI spending forecasts can move semis, cloud, and suppliers in tandem.
- Regional tech exposure differs, so market reactions vary.
- Watch currency, rates, and semiconductor commentary for second-order effects.
Source: https://www.reuters.com/business/retail-consumer/global-markets-global-markets-2026-02-05/
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