Nvidia chips on display during the Taipei Computex expo in Taipei, Taiwan, on May 29. Tech stocks are responding to the opportunities provided by the AI explosion. Photo: Bloomberg
Nvidia chips on display during the Taipei Computex expo in Taipei, Taiwan, on May 29. Tech stocks are responding to the opportunities provided by the AI explosion. Photo: Bloomberg
Chris Iggo
Opinion

Opinion

Macroscope by Chris Iggo

Why tech stocks are thriving on the global stage despite headwinds

  • In spite of enduring a period of falling earnings, forecasts of recession and rising geopolitical tensions, the technology sector is leading global returns
  • Drivers of performance include the US pursuing more tech investment, increased focus on supply chains and the explosion of interest in artificial intelligence

Nvidia chips on display during the Taipei Computex expo in Taipei, Taiwan, on May 29. Tech stocks are responding to the opportunities provided by the AI explosion. Photo: Bloomberg
Nvidia chips on display during the Taipei Computex expo in Taipei, Taiwan, on May 29. Tech stocks are responding to the opportunities provided by the AI explosion. Photo: Bloomberg
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