top of page
Search
stefaniematthews6

More Than $1 Trillion In Big Tech Value Wiped Out



The cumulative effect of the moves of recent months is more than $1 trillion of losses at times in just tech and education stocks since February. That has the Hang Seng Tech Index over in Hong Kong reeling, too.


Shares of Apple were down more than 4% in midday trading Tuesday after a report raised concerns about consumer demand for its products. Nikkei reported that Apple had recently notified several suppliers to build fewer parts for some of its most popular devices for the first quarter, including AirPods, the Apple Watch and MacBooks.




More than $1 trillion in Big Tech value wiped out




Amazon isn't the only company feeling the impact of a shaky economy and a return to life outside the home after the initial COVID-19 lockdowns. Microsoft's market value peaked at around $2.5 trillion and sat at $1.84 trillion as of market close Friday. Meta, formerly known as Facebook, reached just over $1 trillion in value in August 2021 and sat just under $300 billion as of market close Friday. The Dow Jones Industrial Average is down 7% since the start of 2022 but has been lower at times this year.


Ironically, rather than truly democratizing finance, some of these innovations may exacerbate inequality. Unequal financial literacy and digital access might result in sophisticated investors garnering the benefits while the less well off, dazzled by new technologies, take on risks they do not fully comprehend. Computer algorithms could worsen entrenched racial and other biases in credit scoring and financial decisions, rather than reducing them. The ubiquity of digital payments could also destroy any remaining vestiges of privacy in our day-to-day lives.


We use cookies and other tracking technologies to provide services while browsing the Website to show personalise content and targeted ads, analyse site traffic and understand where our audience is coming from in order to improve your browsing experience on our Website. By continuing to use our Website, you consent to the use of these cookies and accept our Privacy terms. If you wish to see more information about how we process your personal data, please read our Cookie Policy and Privacy Policy


We use cookies and other tracking technologies to provide services in line with the preferences you reveal while browsing the Website to show personalize content and targeted ads, analyze site traffic..., and understand where our audience is coming from in order to improve your browsing experience on our Website. By continuing to browse this Website, you consent to the use of these cookies. If you wish to object such processing, please read the instructions described in our';Q+=' Cookie Policy ';Q+=" /";Q+=' Privacy Policy';Q+='Read more';Q+="


The COVID-19 pandemic is one factor driving the ambitious goal, as it triggered the need to speed the pace of enterprise digitization. But the more significant catalyst is the $1 trillion in business value that cloud adoption can unlock. Some organizations, however, are leaking their share of that value instead of capturing it, with inefficiencies in orchestrating cloud migrations adding unexpected cost and delays. Approximately $100 billion of wasted migration spend is expected over the next three years, and most enterprises cite the costs around migration as a major inhibitor to adopting the cloud.


Hosting industry-specific applications on the cloud has growing appeal for businesses across sectors. Between 2021 and 2024, public-cloud spend on vertical applications (such as warehouse management in retail and enterprise risk management in banking) is set to grow by more than 40 percent annually, compared with around 25 percent for horizontal workloads (such as customer relationship management). And in healthcare and manufacturing, organizations plan to spend around twice as much on vertical applications than on horizontal ones.


The benefits for cloud-base vertical applications can be transformative. An apparel retailer moved its e-commerce application to SaaS so that it could expand into multiple international markets at once, a shift its homegrown system could not accommodate without a major rebuild. Avoiding custom development saved cost, time, and complexity and, because key competitors lacked a similarly robust e-commerce presence, the retailer could grow share faster, increasing its international revenues by more than 30 percent year on year.


Although companies are transitioning more workloads to the public cloud, missteps in coordinating the migration are taking a toll. Data show that those inefficiencies are costing the average company 14 percent more in migration spend than planned each year, and 38 percent of companies have seen their migrations delayed by more than one quarter.


When the 14 percent in unanticipated cloud-migration spend is tallied globally, the price tag is eye opening. Cost overruns at a global level add up to well more than $100 billion in wasted spend over the course of migration in three years. Left unchecked, those costs of moving workloads to the cloud could wipe out morethan $500 billion in shareholder value over the same period.


A global pharmaceutical company sought to move nearly all its workloads to the cloud. At the end of 12 months, however, it had shifted only 40 percent of its first-year target. Overwhelmed, the company cut the scope of its cloud-adoption plans by roughly 50 percent and chose to retire more applications rather than move them. With the program now more than three quarters behind plan and costing 50 percent more than budgeted, the company hopes that with the right incentives in place, its systems-integrator (SI) partners will be motivated by the increased spend to accelerate the migration.


Analysis shows that those outperforming companies are 32 percent more likely than others to have active CEO sponsors. They are 9 percent more likely to develop the full implementation road map, including the security and compliance framework, up front rather than funding a series of one-off initiatives. And they are 57 percent more likely to hire for advanced skill sets (such as DevOps and FinOps). As important, they are also more decisive in pulling the plug on data-center funding to galvanize the cloud migration, even if it means paying early termination fees.


A year ago, at the end of October 2021, U.S. billionaire wealth hit a high-water mark. The 745 billionaires had a combined $5.1 trillion, a gain of $2.1 trillion, more than 70 percent over pre-pandemic assets. Last May, that gain had declined to $1.7 trillion.


On March 18, 2020, at the beginning of the formal lockdown, U.S. billionaires held a combined $2.947 trillion. On May 4, 2022, as the U.S. crossed the 1 million death mark, according to an analysis by NBC, 727 U.S. billionaires were worth $1.71 trillion more, according to Forbes.


Because of long-standing racial and gender disparities, low-wage workers, people of color and women have suffered disproportionately in the combined medical and economic crises. Latinos are more likely to become infected with Covid-19 and Blacks to die from the disease than are white people. Billionaires are overwhelmingly white men.


Because of long-standing racial and gender disparities, low-wage workers, people of color and women have suffered disproportionately in the combined medical and economic crises of 2020. Latinos are more likely to become infected with Covid-19 and Blacks to die from the disease than are white people. Billionaires are overwhelmingly white men.


Their wealth growth since March is more than the $908 billion in pandemic relief proposed by a bipartisan group of members of Congress, which is likely to be the package that moves forward for a vote in the next week, but has been stalled over Republican concerns that it is too costly.


About ATF: Americans for Tax Fairness is a diverse campaign of more than 420 national, state and local endorsing organizations united in support of a fair tax system that works for all Americans. It has come together based on the belief that the country needs comprehensive, progressive tax reform that results in greater revenue to meet our growing needs.


About IPS: The Institute for Policy Studies is a multi-issue research center that has conducted ground-breaking research on inequality for more than 20 years. The IPS Program on Inequality and the Common Good, and the Inequality.org website, provide research, advocacy and policy development on issues related to economic inequality.


As the Federal Reserve reported during the week of June 10th, more than $6.5 trillion in household wealth vanished during the first three months of this year as the pandemic tightened its hold on the global economy.


Remarkably, 12 billionaires more than doubled their wealth over the last three months. One of them, Trevor Milton, the founder of Nikola Motor that is building semi-trucks powered by batteries and hydrogen, increased his wealth more than five times.


Among other COVID-19 victims are the more than 16 million Americans who have likely lost employer-provided healthcare coverage. Low-wage workers, people of color and women have suffered disproportionately in the combined medical and economic crises. Billionaires are overwhelmingly white men.


There's nothing like an inflation scare to wipe out more than a trillion dollars in value in just one day from the S&P 500. But here's the more startling stat: nearly 40% of that massive loss came from just 10 stocks.


The S&P 500's Tuesday drop of 4.3% erased more than 177 points from the world's most popular index. But amazingly, just 2% of the stocks in the S&P 500 accounted for $625 billion, or nearly 40% of the day's market value decline. Losses from Apple (AAPL), Microsoft (MSFT) and Amazon.com (AMZN) easily racked up the lion's share of market cap declines. Even so, new investors are reluctant to give up many of these stocks.


Here's a number that shows just how few stocks really matter. Just 39 stocks in the S&P 500 accounted for more than half the index' total value, says a 2021 analysis from S&P Dow Jones Indices, the latest available. That's the smallest number of stocks need to make up half the market's total value since 2001, says Howard Silverblatt of S&P Dow Jones Indices. 2ff7e9595c


0 views0 comments

Recent Posts

See All

Comments


bottom of page