Tech Trashed and Rising Risks 7/23/26

科技废弃与风险上升 7月23日 2026年

The Exchange

2026-07-24

44 分钟
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Tech under pressure as oil prices climb and yields touch multi-year highs, on top of Alphabet hiking capex for the second quarter in a row, adding to AI spending concerns. And there could be more pain ahead, at least in the short-term, according to BTIG’s Jonathan Krinsky. Plus, one company’s pivot to pets.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Big tech getting hit as Google slips and bond yields rise.