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Big Tech Pullback Warnings, Plus UBS downgrades Alphabet 6/26/23
Manage episode 367098184 series 2975155
Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? Plus, UBS downgraded Alphabet today to neutral from buy, saying the stock has limited upside and that it may not be the best way to capitalize on the AI wave.
617 episodes
Manage episode 367098184 series 2975155
Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? Plus, UBS downgraded Alphabet today to neutral from buy, saying the stock has limited upside and that it may not be the best way to capitalize on the AI wave.
617 episodes
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