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Veteran analyst resets Big Tech ‘buy’ list for rest of 2025
finance.yahoo.com/news/veteran-analyst-resets-big-tech-191300010.html
For all the “bubble” talk on the AI trade, the truth is that it continues to defy gravity. That’s showing up in the tape, with earnings, and with Wall Street’s top voices concurring that the current boom has legs.
Let's start with the scoreboard.
The S&P 500 is up nearly 13% in 2025, and…
This story appeared on finance.yahoo.com, 2025-10-19 19:13:00.