Nvidia's earnings growth has outpaced its stock price growth for much of the rally, differentiating it from the dot-com era where investors bought promises rather than realized cash flows.
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Will A New Fed Chair Crash The Tech Rally? Jeremy Siegel Explains
Aug 24, 2026
This video discusses the potential impact of a new Federal Reserve chair on the tech rally, with Professor Jeremy Siegel arguing that fears of higher interest rates are overblown. The market is seen as testing the new leadership, and the PCE report is expected to be favorable, reducing pressure for rate hikes. A disappointing speech from the Fed chair could lead to further market testing.
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Microsoft, like Alphabet, has massive cash reserves that are earning interest, insulating their AI investments from borrowing costs.
Alphabet, like Microsoft, has massive cash reserves that are earning interest, insulating their AI investments from borrowing costs.
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