Sveriges mest populära poddar
Schwab Network

“Momentum Is Tough to Fight” as Big Tech Drives Markets Higher

8 min4 maj 2026

Big Tech earnings continue to power markets to fresh all-time highs, with momentum proving difficult for investors to fade. Investopedia’s Caleb Silver highlights broad strength beneath the surface, noting that 7 of the 11 S&P 500 sectors are seeing net profit margin expansion.

Fears around hyperscalers appear overdone, with profit growth hitting its strongest levels since 2021. Silver also breaks down the growing divergence within tech—where software companies face increasing pressure from AI disruption, while semiconductor names struggle to keep up with surging demand.


======== Schwab Network ========

Empowering every investor and trader, every market day.


Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about

Schwab Network med Schwab Network finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.