Investing In The Great Tech Shake-Up Amid A Tariff Storm
Source: SeekingAlpha
2025-05-18 09:25:00 ET
Summary
- Technology stocks have been buffeted by market volatility in early 2025, with shares tied to artificial intelligence hit especially hard.
- Enthusiasm for AI-driven technology companies began unraveling with DeepSeek’s breakthrough in January and has continued with tariff-fueled uncertainty.
- In our view, firms with pricing power will be the clear winners in a world of increasing capital intensity.
By Lei Qiu & Wentai Xiao
Pricing power will define technology business models that are best able to withstand near-term pressures. ...
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Investing In The Great Tech Shake-Up Amid A Tariff Storm
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