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Mark Newton, an analyst at a fund affiliated with Tom Lee, said technology stocks may be considered for buying on dips following their recent correction, but investors should diversify and prepare for sector rotation.
Tom Lee said that third-quarter earnings growth for S&P 500 constituent companies may approach 30%, with earnings expectations raised by more than the index's gain, indicating that valuation multiples have declined.
Bloomberg reported that, as of September, approximately 100 global technology billionaires had collectively increased their wealth during the year by 845000000000 USD, primarily driven by the AI boom and the rise in U.S. technology stocks.
Citing Goldman Sachs analysis, BlockBeats said that hyperscale cloud providers’AI capital expenditure is not yet near an inflection point of contraction, and actual investment in 2027 may exceed market expectations. The report believes the market will focus more on whether AI investment can be converted into cloud revenue and profit.