Tech stocks underperformed in the first quarter amid renewed fears of an AI bubble tied to the October 2025 selloff, but the sector has rallied since the start of the second quarter. The move appears driven more by sentiment and positioning than by a new fundamental catalyst. The article is mostly a market-thematic update rather than company-specific news.
Tech stocks underperformed in the first quarter amid renewed fears of an AI bubble tied to the October 2025 selloff, but the sector has rallied since the start of the second quarter. The move appears driven more by sentiment and positioning than by a new fundamental catalyst. The article is mostly a market-thematic update rather than company-specific news.
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neutral
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