Technology-portfolio mangers are treading carefully with tech these days, retail investors should be just as cautious, says industry veteran Ted Mortonson.
Strategist Tom Lee says investors should not shrink from the pullback in stocks surrounding AI investment fears. He points to Cisco’s history as one reason to buy.
Third-quarter earnings growth is expected to be driven by energy and semiconductor companies, but what if the rest of the market shows up? HSBC envisages a stock market finally broadening out.
The co-portfolio manager at Heartland Advisors urges investors to shut out Wall Street’s hype on AI and look for companies that can use its technology as costs come down.
