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Tech stocks rebound as Anthropic’s IPO filing revives appetite for AI enablers. But investors are still questioning the scale of AI infrastructure spending, rising financing needs, circular deals and whether future revenues will justify the investment. Meta’s fundraising plans and chip suppliers’ interest in buying its shares bring those concerns into focus. Meanwhile, a major website security scare highlights both the opportunities and risks AI presents for cybersecurity. With Microsoft, Alphabet and Amazon due to report earnings, can strong cloud growth reassure investors — or will concerns about spending continue to overshadow the results? We also look at France and...

A packed week of central bank decisions, economic data and earnings puts investor confidence to the test. The Fed, ECB and Bank of Japan take centre stage alongside US and eurozone growth figures. Microsoft, Alphabet, Amazon and SK Hynix face scrutiny as investors demand clearer returns on AI spending. Meanwhile, war, high energy prices and European debt concerns complicate the outlook for equities, bonds and currencies. Can strong earnings restore confidence, or will bigger spending commitments deepen doubts?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss...

Strong tech earnings aren’t enough to keep investors on board. AI stocks tumble as concerns about spending, debt and energy constraints overshadow impressive growth. In today’s Swissquote Daily Market Talk, we discuss the technology selloff, demand for US Treasuries, gold’s disappointing reaction and widening French sovereign spreads. We also look at P&G’s defensive appeal and why energy could become the next major AI investment theme. With Microsoft, Alphabet, Amazon and Sandisk reporting next week, can earnings restore confidence, or will investors keep jumping ship?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the...

Strong tech earnings are struggling to fuel lasting market enthusiasm. Elevated oil prices, geopolitical tensions and widening European sovereign yield spreads add to the uncertainty. Carrefour’s profit warning shows that even defensive businesses face risks. As markets digest the news ahead of next week’s earnings, we examine technology’s rebound potential, selective defensive opportunities, Treasury yields and gold’s longer-term appeal.

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth...