Q+A: Nvidia, Microsoft, Amazon: what’s next for tech stocks

Q+A: Nvidia, Microsoft, Amazon: what’s next for tech stocks

Author: Fear and Greed April 15, 2026 Duration: 11:41

Tech stocks have had a rough few months, but the story is more complex than just a sell-off. Rising interest rates, global uncertainty and the rapid rise of artificial intelligence are reshaping the sector. Some companies are benefiting from the AI boom, while others - particularly in software - are facing new competitive threats.

Sean Aylmer speaks with William Liu, Deputy Portfolio Manager at WAM Global, about where the tech sector is now, and what it means for investors. Why are companies like Nvidia, Microsoft and Apple moving in different directions? Are hyperscalers like Google and Amazon the real winners? And is the so-called “SaaS apocalypse” a genuine risk, or overblown?

This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

Find out more: https://fearandgreed.com.au/

See omnystudio.com/listener for privacy information.


Tune in each weekday for a frank and insightful look at the forces driving markets and the economy. FEAR & GREED | Business News cuts through the noise, delivering analysis you can actually apply to your own financial decisions. Hosted by seasoned journalists Sean Aylmer and Michael Thompson, this daily podcast digs into the stories behind the headlines, exploring the psychology of investing and the real-world impact of corporate moves and policy shifts. It’s not just about reporting what happened; it’s about understanding the ‘why’ and the ‘what next’. You’ll hear straightforward conversations that decode complex topics, from sharemarket fluctuations and property trends to global economic pressures and emerging opportunities. For anyone trying to navigate their own investments or simply make sense of the business world, this show offers a grounded, no-nonsense perspective. The FEAR & GREED podcast is your daily dose of context, helping you move past the emotion-driven headlines and think a little more clearly about your money.
Author: Language: en-au Episodes: 100

FEAR & GREED | Business News
Podcast Episodes
Q+A: Why this oil crisis won’t unwind quickly [not-audio_url] [/not-audio_url]

Duration: 11:54
The war in the Middle East has triggered a major oil shock — with supply through the Strait of Hormuz effectively shut and millions of barrels removed from the global market. Nik Burns, Head of Energy Research at Jarden,…
Afternoon Report | Oil jumps, ASX off 0.7pc [not-audio_url] [/not-audio_url]

Duration: 5:22
This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Oil jumps, ASX off 0.7pc Accused cop killer shot dea…
Q+A: The Week Ahead | 30 Mar 2026 [not-audio_url] [/not-audio_url]

Duration: 12:04
This week we get the minutes from the RBA board meeting, where four members voted against an interest rate hike. As the oil price shock worsens, hitting many aspects of the economy - could those four members have had the…
Five Questions: Is the customer always right? [not-audio_url] [/not-audio_url]

Duration: 15:08
Michael hits Sean and Adam with five questions — no notice, no prep — about customer service. Good experiences, bad experiences, and whether the customer is always right.Find out more: https://fearandgreed.com.au/See omn…
The Saturday Edition | 28 Mar 2026 [not-audio_url] [/not-audio_url]

Duration: 32:17
Petrol prices, a long-awaited free trade deal, and judgement day for Meta. Sean Aylmer and Michael Thompson go head to head on the top business stories of the week, with Adam Lang picking a winner in a fierce debate.Join…
Afternoon Report | ASX defies Wall St tumble [not-audio_url] [/not-audio_url]

Duration: 5:39
This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX defies Wall St tumble PM rejects Trump’s critici…
Q+A: A $20 billion shipwreck and the Wild West of investing [not-audio_url] [/not-audio_url]

Duration: 11:01
Maritime recovery sounds like something out of a movie — treasure chests, shipwrecks, and billions in gold sitting on the ocean floor. Even more so after recent headlines about a $20 billion wreck off the coast of Colomb…
Afternoon Report | ASX slips, oil rises [not-audio_url] [/not-audio_url]

Duration: 5:49
This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX slips, oil rises Australia tightens Iranian visa…