Tech Sector's 20% Annual Decline Presents Buying Opportunity, Wedbush Sees 1995-Style AI Market Reset

Deep News06-26

Wedbush Securities notes that technology stocks have fallen approximately 20% from their highs, presenting a buying window after the significant pullback. Analyst Dan Ives defines this downturn as a "1996 moment" rather than a "1999 moment," clarifying that the current market pressure stems from policy-related news and portfolio adjustments, not a collapse in artificial intelligence spending.

Key trading data: Weighed down by risk-averse sentiment triggered by tariff discussions, the Technology Select Sector SPDR Fund (XLK) fell 2.2% on the day, while Nasdaq 100 index futures declined 1.8% in the latest trading session.

Wedbush Securities believes demand across the entire artificial intelligence supply chain remains robust, and this pullback is merely a "stress test moment," not a signal that the AI industry cycle is ending. This wave of panic selling has lowered the entry barrier for AI-related investments. The market must remain vigilant to the potential risk of policy shocks triggering further large-scale position unwinding.

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