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.

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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
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