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S& Global Platts Crude & Refined Products Market
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How Tech Companies Are Turning Uncertainty into Opportunity
Date: Monday, June 16, 2025
Time: 10:00 am - 11:00 am EDT
Duration: 1 hour
With the macro-economic environment constantly evolving, research leads from S&P Global and HSBC will discuss where the data is showing opportunity amongst all the headline uncertainty. Join our exclusive webinar on June 16 to gain insights on the near-term outlook for the tech industry and relevant opportunities for sell-side and corporate investors. Despite the broader volatility facing many sectors, the tech industry shows no signs of slowing down. Hyperscalers continue to pour investments and resources into new AI models. Growth projections for large software providers remain positive thanks to new innovations and stable revenue bases. Capital expenditures continue to flow and bolster the notion that the market’s big players continue to see opportunities ahead. During the program, S&P Global and HSBC experts will discuss:
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The impact of the macro outlook on the tech industry and how investors could find stability during market turbulence
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Sector-level and specific company valuations
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New regulations that should be top of mind
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The ‘golden age’ for software, fueled by AI systems
Speakers
Stephen Bersey
Head of US Technology Research
HSBC
Nicole Inui
Head of Equity Strategy, Americas
HSBC
Melissa Otto
Head of Research, Visible Alpha
S&P Global Market Intelligence
Sarah James (Moderator)
TMT News Lead
S&P Global Market Intelligence
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How Tech Companies Are Turning Uncertainty into Opportunity
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