Tech giants are navigating massive market shifts as valuations face pressure from SpaceX's IPO impact and shifting investor sentiment, while companies double down on AI infrastructure spending and explore new revenue streams like cloud services and share buybacks.
·Trump's pre-tariff tech purchases preceded a valuation rebound, signaling portfolio repositioning ahead of policy changes
·Meta is building cloud infrastructure to compete directly with established tech rivals in enterprise services
·South Korean tech companies pledging over $550B to address semiconductor supply chain challenges
·Tech sector losing $2 trillion in market value amid SpaceX IPO period, suggesting overvaluation corrections
·Major companies maintaining aggressive AI spending despite valuation pressures, betting on long-term dominance
drawn from CNBC, South China Morning Post, PYMNTS.com, EL PAÍS English · updated 3h ago