Bloomberg Surveillance · Tuesday, August 4, 2026
David Levitz suggests that the market is becoming more discerning within the tech sector, differentiating between winners and losers in software, chips, and hyperscalers. Investors are increasingly focused on return on investment (ROI) and the potential for future profit benefits when evaluating these companies.
“what I think you're going to see going forward is within software, who are the winners and who are the losers? Within chips, who are the winners? Who are the losers? You to and extent saw it in the hyperscalers throughout this earning season. Who are the winners and who are the losers?”
“What is the market looking for? They're looking for that ROI. They're looking for that that inclination that there is going to be a profit benefit down the road.”