Tech stocks saw a sharp valuation reset on concerns of AI infrastructure overcapacity, but the article notes economic growth remains robust. The equally weighted S&P 500 is approaching all-time highs, indicating strength is broadening beyond the tech-sector correction. Net: a near-term tech valuation headwind is being offset by resilient growth and improving market breadth.
Tech stocks saw a sharp valuation reset on concerns of AI infrastructure overcapacity, but the article notes economic growth remains robust. The equally weighted S&P 500 is approaching all-time highs, indicating strength is broadening beyond the tech-sector correction. Net: a near-term tech valuation headwind is being offset by resilient growth and improving market breadth.
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