Wall Street's biggest bull sees tech and AI driving an 11% stock gain, fueled by strong fundamentals, M&A activity, and ...

Outlook for Tech Stocks Darkens After Rocky Stretch Sector has been more susceptible to rapidly shifting sentiment in the bond market as the Fed aggressively raises interest rates to counter inflation ...

Tech stocks should remain in portfolios in 2024, Wang suggests, especially given continued interest in AI. But investors should remain diligent in stock selection in this key sector, along with ...

Without tech, the S&P 500 would only be up 2.5% in 2023, and without larger tech names, the index would in fact be down 1.4%, Colas noted, suggesting that large cap tech stocks were currently the ...

Technology Stock Outlook: After Taking Hits in 2022, Tech Hits Some New Highs in 2023 We see fewer buying opportunities even as the sector is now an outperformer to the broader market.

On an intrinsic value weighted basis, the U.S. technology sector is 5% undervalued, and we see less of a margin of safety than when these stocks were 20%-25% undervalued just six months ago.

But we do know that all three technology stocks above – Jabil Inc. JBL, MongoDB MDB, and Arista Networks Inc. ANET – have seen their near-term earnings outlook improve as of late.