Fidelity’s Denise Chisholm says technology stocks have undergone an unusually large valuation reset even as earnings expectations continue to rise, potentially leaving the sector positioned for further gains. She discusses why tech’s roughly 30% multiple contraction may already reflect concerns about slowing AI and technology spending, and why historical data suggests a slowdown in tech capex doesn’t necessarily mean a contraction. She joins Ed Ludlow on “Bloomberg Tech.”
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