(Bloomberg) -- Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track for its worst quarterly performance since the global financial crisis two decades ago.First, the software giant is doubling down on capital expenditures as Wall Street increasingly asks when investments in artificial intelligence infrastructure will produce more dramatic payoffs in revenue growth. And second, investors are selling software stocks over fears th
A lot of investors are passive investors. They put their money in ETFs and call it a day. Those ETFs in turn buy stocks in companies on a cap-weighted basis (bigger company => buy more of those stocks).
I have been moving some of my investments out of ETFs that buy American stocks (because these are heavily dominated by AI companies) but I think most people don’t care or are afraid to (in the general sense of being afraid to manage their own investments, rather than trusting their bank to pick for them).
Mine’s in a national pension system so they only allow changing funds 3 times a year -.- All my new payments have been going into a personally curated fund comprising of about 5 ETFs with zero American stocks between them for a few months now, but I’m still waiting for the rest of it to be transferred over on… the first workday of May I think? In the meantime, I’ve lost like 10% compared to a month or two ago when it peaked and I just wanna have it out before all the AI bullshit crashes.
A lot of investors are passive investors. They put their money in ETFs and call it a day. Those ETFs in turn buy stocks in companies on a cap-weighted basis (bigger company => buy more of those stocks).
I have been moving some of my investments out of ETFs that buy American stocks (because these are heavily dominated by AI companies) but I think most people don’t care or are afraid to (in the general sense of being afraid to manage their own investments, rather than trusting their bank to pick for them).
Mine’s in a national pension system so they only allow changing funds 3 times a year -.- All my new payments have been going into a personally curated fund comprising of about 5 ETFs with zero American stocks between them for a few months now, but I’m still waiting for the rest of it to be transferred over on… the first workday of May I think? In the meantime, I’ve lost like 10% compared to a month or two ago when it peaked and I just wanna have it out before all the AI bullshit crashes.