We’re making several more trims, targeting tech and an economically sensitive automaker due to our concerns about an aggressively hawkish Fed.
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We’re trimming tech stocks and an automaker because it never pays to fight the Fed
Technology
Meta, Google under attack as court cases bypass 30-year-old legal shield
Meta Platforms CEO Mark Zuckerberg arrives outside court to take the stand at trial in a key test case accusing Meta and Google’s YouTube of harming kids’ mental health through addictive platforms, in Los Angeles, California, U.S., Feb. 18, 2026. Mike Blake | Reuters For the last three decades, internet giants have been able to […]
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Technology
The Tech Download: Defense startups eye Iran war windfall as U.S. and Gulf states turn to tech
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Once considered a taboo sector to funnel money into by venture capitalists, defense tech has seen a remarkable shift over the past few years. It raised just $869 million globally in 2020, according to deal-counting platform Dealroom — […]
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Technology
Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs
China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images Chinese semiconductor firms have reported record revenue last year driven by AI demand, a shortage of memory chips and U.S. export restrictions that have pushed Beijing to bolster its homegrown tech industry. Analysts and the companies themselves […]
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