These big companies are gonna be trying to reel in as many assets as they can during this tail-end inflationary period in the next months. I expect Apple to make a few big purchases, they already bought a lot of their own stock recently. Microsoft is gonna buy a lot of stuff in a diversified way, of course in industries that make sense for them.
I'm gonna say this at the risk of bothering the status quo here, but there is a huge financial crisis coming very soon. Just as you didn't in 2008, you're certainly not gonna hear this from analysts or anybody entrenched in the market because an enourmous part of keeping the market afloat is about perception. Even if there might be a problem nobody is gonna say it because it could needlessly hurt the market. For this reason if you wanna know what's gonna happen you have to dig into it yourself, analysts are never gonna tell you anything.
If you want me to explain this, pm me cause I'm not gonna lay it here. Happy holidays..