**********AI/Tech Sector Strength Amid Volatility**********
Key Questions
Why are analysts bullish on AI and tech stocks like CRWD, PANW, and MSFT?
Analysts like Ives view AI/cyber stocks as war-proof and resilient amid volatility. AI ETFs like CHAT are up 82% with $611B projected '26 capex, supporting strength in NVDA, META, GOOGL.
What makes dips in NVDA, META, and GOOGL buyable opportunities?
Dips in these stocks are seen as buyable by Tom Lee, Wood, and Ives due to forward P/Es of 19-26, despite rotation and challenges like helium/displacement. The sector remains resilient versus industrials shift.
What recent news boosted Intel's stock?
Intel shares rose 6% following a $14.2B buyback announcement. This highlights strength in the semiconductor space amid broader AI/tech momentum.
How have AI ETFs performed recently?
AI ETFs such as CHAT have surged 82%, reflecting strong investor interest in the AI trend. They offer broad exposure to the sector's growth potential.
Which tech stocks are shining amid market volatility?
Stocks like MSFT, ALAB, CRDO, MU, and DELL are performing well, alongside cyber leaders CRWD and PANW. The sector shows resilience despite broader market rotations.
Earnings expectations rising for AI/large-cap tech despite tail risks; Ives bullish CRWD/PANW/MSFT war-proof; CHAT ETF +82%/$611B '26 capex; NVDA/META/GOOGL dips buyable (Lee/Wood) P/Es 19-26, Intel buyback, MSFT/ALAB/CRDO/MU/DELL resilient.