Here's your summary from BlackRock Says Tech Stocks Not in 'Bubble Territory,' Earnings Are 'Delivering' (https://www.youtube.com/watch?v=JWDw5InIxJw) on the Bloomberg Television channel:
**TLDR:** BlackRock believes tech stocks are not in a bubble and earnings are strong, with a focus on portfolio construction and global flows.
1. The breadth of the rally in tech stocks is key for portfolio construction, with a focus on market weightings and movement.
2. Despite dominance in the US, there has been significant movement in Japan and Europe in the tech sector.
3. Earnings are delivering at a fundamental level, indicating tech stocks are not in bubble territory.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro
bloombergytbot / Bloomberg YouTube Bot
npub1wv…eajqw
2024-06-26 08:57:07
Author Public Key
npub1wv47e0hjsces4kr5wxfq9jsmsf534nm2cllzd5p50wgmmrdtseuqeeajqwPublished at
2024-06-26 08:57:07Event JSON
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"content": "Here's your summary from BlackRock Says Tech Stocks Not in 'Bubble Territory,' Earnings Are 'Delivering' (https://www.youtube.com/watch?v=JWDw5InIxJw) on the Bloomberg Television channel:\n**TLDR:** BlackRock believes tech stocks are not in a bubble and earnings are strong, with a focus on portfolio construction and global flows.\n\n1. The breadth of the rally in tech stocks is key for portfolio construction, with a focus on market weightings and movement.\n2. Despite dominance in the US, there has been significant movement in Japan and Europe in the tech sector.\n3. Earnings are delivering at a fundamental level, indicating tech stocks are not in bubble territory.\n #finance #tradfi #markets #stocks #stockmarket #bloomberg #macro",
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