Macro Finance
Tech Stocks Propel Markets to Record Highs
Bloomberg Markets·August 6, 2026·1 min read
Noel Dixon of State Street highlights continued upside potential in tech stocks, suggesting room for increased exposure and near-term momentum. The conversation previews insights from Dan Ives on SpaceX's aggressive spending plans and Ashok Bhatia on markets underestimating disinflation pace. Investor confidence persists despite AI and corporate spending jitters.
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