AI "Accountability Phase:" Fundamentals Stay Strong Despite Soured Sentiment
Schwab Network · Schwab Network
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Show Notes
Opportunities exist in the tech sell-off, says Lisa Martin, making the case that fundamentals remain strong. Even after sentiment soured, Lisa explains that the big picture for tech doesn't change even as leaders like Nvidia (NVDA) face U.S. regulation pressures. As for software, she believes some companies need to prove a path to stronger profits, but sees cybersecurity firms like Palo Alto Networks (PANW) and CrowdStrike (CRWD) as beneficiaries.
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