GBH's Ives Predicts the Tech Winners and Losers for 2018

The video discusses the current trends in enterprise and consumer spending, highlighting the strength in cloud and cybersecurity sectors. It analyzes the performance of the tech sector, particularly chip makers, amidst geopolitical tensions and trade concerns. The discussion shifts to Apple's market position, focusing on its product cycle and software services. The influence of tech giants like Amazon, Microsoft, and Apple on market trends is examined, with a specific look at Amazon's growth and Facebook's challenges in the social media landscape.

What are the macro or geopolitical issues mentioned that are affecting the market?

How has the spending on the enterprise side been characterized?

What challenges are chip makers currently facing according to the text?

What is the significance of the $1 trillion mark for Apple?

What role does software services play in the growth of tech companies?

How have the contributions of Apple and Microsoft to the market rally been described?

What are the expected trends for social media companies in the current market environment?