Tech Close to the End of Its Very Long Run, Schwab's Kleintop Says

The video discusses the current state of the tech sector, highlighting its momentum and the impact of yield curve inversions on market leadership. It explores the role of semiconductors and the importance of capital investment in driving tech growth. The discussion also covers the differing expectations for the tech sector compared to other industries, noting the robust outlook for tech despite broader economic concerns.

What are the expectations of CFOs regarding the economy and how does it affect tech spending?

In what ways do the earnings expectations for tech companies differ from other sectors?