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Is It Time to Broaden Beyond Big Tech?
Published 3 months, 3 weeks ago
Description
US markets have steadied after a bout of volatility, helped by easing geopolitical tensions and lower oil prices. As investors look to the second half of the year, attention is shifting from macro risks back to corporate earnings, with growing divergence emerging within the technology sector and renewed interest in cyclical industries. Is the market entering a broader phase of leadership, or will AI and the largest technology companies continue to drive returns?
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