‘Risk-off’ returns and big tech at a crossroads

After several days of solid gains, markets paused yesterday as risk aversion returned, driven by escalating tensions in the Middle East and a sharp rise in oil prices. European equities bore the brunt of the sell-off, while major US indices also closed lower. In today’s episode, we’re joined by Carsten Menke, Head of Next Generation Research, to unpack the outlook for hyperscalers following last week’s earnings, and what it means for the road ahead.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:34) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:33) - Hyperscaler capex and revenues: Carsten Menke, Head of Next Generation Research (10:37) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.