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UBS Sees Tech Sector Resilience Despite Meta

Nadia Lovell of UBS discussed the recent volatility in tech stocks amid speculation about a strategic pivot by Meta. While some market participants worry that hyperscalers may have overbuilt cloud capacity without corresponding monetization, Lovell views the potential offloading of excess capacity as a constructive move that could improve capital efficiency and margins over time. She emphasized that demand for cloud services remains strong, citing robust cloud revenue growth among hyperscalers …

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BloombergLean L·2h ago
UBS Sees Tech Sector Resilience Despite Meta
Nadia Lovell of UBS discussed the recent volatility in tech stocks amid speculation about a strategic pivot by Meta. While some market participants worry that hyperscalers may have overbuilt cloud capacity without corresponding monetization, Lovell views the potential offloading of excess capacity as a constructive move that could improve capital efficiency and margins over time. She emphasized that demand for cloud services remains strong, citing robust cloud revenue growth among hyperscalers …
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UBS Sees Tech Sector Resilience Despite Meta

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UBS Sees Tech Sector Resilience Despite Meta

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