), have had some investors questioning whether heavy AI investments are creating expectations and valuations that are too high. Some investors believe this pullback might actually benefit these tech names in the long run.breaks down the details, providing insights into the tech sector's performance.to watch this full episode of Morning Brief.Let's take a look at some of today's big movers and we gotta start off with the selling that we are seeing in tech.
It's just a story of expectations and we had gotten to a point with a lot of these stocks trading near all time highs that the expectations for them to keep beating earnings and raising revenue guidance and continuing to just go up up and up at some point, you just can't meet those expectations. And you're right because when you take a look, Lisa, all the ones that have reported except for NVIDIA so far, they have reported pretty solid.
But of course, the question is going forward the momentum or I guess to the extent, maybe that some of that growth is going to slow, given those lofty, right?