Media M&A and live events will drive tech sector growth in 2025

From Nasdaq: 2024-12-19 13:43:20

The tech, media, and telecom sectors are expected to have a strong 2025, driven by M&A activity, live events, and an advertising rebound, according to Bank of America Securities. Micron Technology issued a cautious outlook, leading to a 17% drop in its stock. European semiconductor stocks also fell due to Federal Reserve rate-cut projections.

Bank of America analysts predict a wave of media consolidation in 2025. Micron’s guidance reflects weakness in PC and smartphone memory demand. European semiconductor stocks declined as rate-cut projections slowed recovery optimism.

Media M&A and advertising rebound will shape the tech and telecom sectors in 2025. Micron’s performance will depend on the recovery in global memory markets. Federal Reserve policies and tech innovation will drive broader industry dynamics.

The tech, media, and telecom landscape is set to benefit from strategic shifts in 2025, with consolidation, live events, and advertising stabilizing key growth drivers. Challenges in the semiconductor supply chain highlight the ongoing impact of global economic pressures. Innovation, fiscal policy, and consumer trends will play crucial roles in shaping market conditions for investors in sectors like media and semiconductors.



Read more at Nasdaq: Media M&A and live events to drive tech sector growth in 2025