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Tech Stocks Propel Markets to Record Highs

Bloomberg Markets Thursday 06 August 2026, 12:03 UTC 1 min read
Key Points

Noel Dixon of State Street highlights the continued upside potential in tech stocks, suggesting there is still room for increased exposure and near-term momentum that could lead to further gains. The conversation also previews upcoming insights from Dan Ives of Yorkville Ives & Co, who will address investor concerns related to SpaceX's aggressive spending plans, and Ashok Bhatia of Neuberger, who will discuss why markets may be underestimating the pace of disinflation. Overall, the segment...

Noel Dixon of State Street highlights the continued upside potential in tech stocks, suggesting there is still room for increased exposure and near-term momentum that could lead to further gains. The conversation also previews upcoming insights from Dan Ives of Yorkville Ives & Co, who will address investor concerns related to SpaceX's aggressive spending plans, and Ashok Bhatia of Neuberger, who will discuss why markets may be underestimating the pace of disinflation. Overall, the segment underscores investor confidence despite some jitters around AI developments and corporate spending strategies. (Source: Bloomberg)
Noel Dixon (PERSON) Dan Ives (PERSON) Yorkville Ives & Co (ORG) SpaceX (ORG) Ashok Bhatia (PERSON) Neuberger (ORG) Bloomberg (PERSON)
Originally published by Bloomberg Markets Read original →

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