The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue.
The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand remains strong, and short-term dips may offer good entry points.
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