Why Tech Stocks Are Lagging the S&P 500

The video discusses the impact of trade tensions between the US and China on tech stocks, highlighting the challenges faced by companies like Apple. It explores the volatility in the tech market, driven by various narratives and the performance of Fang stocks. The discussion also covers the influence of rising interest rates on tech companies, noting their minimal exposure to such changes. Finally, the video examines the IPO environment for private tech companies, considering market conditions and the timing of public offerings.

How do rising interest rates affect the tech industry and its companies?

What are the potential impacts of a late-cycle economic environment on tech companies?

What considerations do private tech companies have regarding going public in the current market conditions?