Big Tech
Morning Bid: Skittish investors haunted by tech sell-off
A daily markets briefing on AI-spending panic and risk sentiment.
Reuters
When tech is the growth proxy, it often becomes the first place investors cut exposure.
What to know
- Weak tech can tighten financial conditions via sentiment channels.
- Correlations rise during selloffs; “diversifiers” stop diversifying.
- The path back often depends on earnings + rates + positioning.
Source: https://www.reuters.com/world/china/global-markets-view-europe-2026-02-05/
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