Weekend Edition: Tech. Too big to ignore? Or too much of a good thing?
Friday 18th May 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.NVIDIA is now the third biggest listing in the US, with a market cap of 2.3 trillion dollars. Their earning results this week were an upside surprise for revenue, margins and forward guidance. So how far has the US tech growth story got to go? Phil talks to NABTrade’s Gemma Dale about the rise and rise of tech. Is it pulling investment away form Australian domestic stocks? They cite some interesting research from NAB that demonstrates…
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