HomeIndustriesTechnologyEarnings Guidance Looming ‘Especially Large’ for Tech Companies
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Earnings Guidance Looming ‘Especially Large’ for Tech Companies

Earnings Guidance Looming ‘Especially Large’ for Tech Companies

Marta Norton says there’s an opportunity to be “protective” on the equity side and get into higher-yield bonds. However, she says there’s no “screaming opportunity” in U.S. markets. She notes the narrative change in tech, from pre-pandemic touting their lower expenses, to now spending billions on A.I. Overall, she says guidance will loom “especially large” in this earnings season.

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27 Jan 2025

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