Tech Up as Bubble Fears Ease - Tech Roundup

Dow Jones

2025/10/18

Shares of technology companies rallied as fears about a speculative bubble eased following Thursday's slump.

Proxy advisory firm Institutional Shareholder Services has advised Tesla investors to vote against a new $1 trillion pay package for Chief Executive Elon Musk and against Tesla making a potential investment in xAI.

Capital expenditure on artificial-intelligence infrastructure accounts for a significant portion of all U.S. capex growth, but that is not necessarily alarming considering the stage in the technology cycle, said strategists at brokerage BNP Paribas.

"The economy-wide rollout of AI technology has been accompanied by a massive buildout in investment in data centers, computer equipment, semiconductors, and power generation," the strategists said. "We expect this concentration of investment in the AI buildout to continue into 2026," the strategists noted.

Alibaba Group shares rose after President Trump sounded optimistic notes in comments about negotiations between Washington DC and Beijing.

Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

October 17, 2025 17:22 ET (21:22 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Tech Roundup\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-18 05:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Shares of technology companies rallied as fears about a speculative bubble eased following Thursday's slump. \n</p>\n<p>\n  Proxy advisory firm Institutional Shareholder Services has advised <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> investors to vote against a new $1 trillion pay package for Chief Executive Elon Musk and against Tesla making a potential investment in xAI. \n</p>\n<p>\n  Capital expenditure on artificial-intelligence infrastructure accounts for a significant portion of all U.S. capex growth, but that is not necessarily alarming considering the stage in the technology cycle, said strategists at brokerage BNP Paribas. \n</p>\n<p>\n  \"The economy-wide rollout of AI technology has been accompanied by a massive buildout in investment in data centers, computer equipment, semiconductors, and power generation,\" the strategists said. \"We expect this concentration of investment in the AI buildout to continue into 2026,\" the strategists noted. \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> shares rose after President Trump sounded optimistic notes in comments about negotiations between Washington DC and Beijing. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Write to Rob Curran at rob.curran@dowjones.com \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 17, 2025 17:22 ET (21:22 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0797268264.HKD","symbol_name":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2576642110","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2576642110","pubTimestamp":1760736120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Shares of technology companies rallied as fears about a speculative bubble eased following Thursday's slump.Proxy advisory firm Institutional Shareholder Services has advised Tesla investors to vote against a new $1 trillion pay package for Chief Executive Elon Musk and against Tesla making a potential investment in xAI.Capital expenditure on artificial-intelligence infrastructure accounts for a significant portion of all U.S. capex growth, but that is not necessarily alarming considering the stage in the technology cycle, said strategists at brokerage BNP Paribas.\"The economy-wide rollout of AI technology has been accompanied by a massive buildout in investment in data centers, computer equipment, semiconductors, and power generation,\" the strategists said. \"We expect this concentration of investment in the AI buildout to continue into 2026,\" the strategists noted.Alibaba Group shares rose after President Trump sounded optimistic notes in comments about negotiations between Washington","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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