The markets are highly vulnerable to a selloff in tech stocks. In October, tech stocks tracked by Bank of America contributed more than 90% of the S&P 500’s total return for the month, according to analysts Savita Subramanian et al. The Magnificent 7 stocks alone contributed 80%.

Indeed, Morgan Stanley analysts estimate AI sales across cloud and software companies will grow more than 600% to surpass $1 trillion annually by 2028. Investors can lean into that trend by purchasing shares of Alphabet ( GOOGL 2.18%) ( GOOG 2.13%) and Datadog ( DDOG 2.79%).

Sharp falls in technology stock prices are cause for caution but not panic yet, say brokers and investors who have been riding a runaway market to record highs and some stretched valuations.

In 2005, Michael Burry placed a long-term $1 billion bet against the U.S. mortgage market, which led to the 2007 global financial crisis. His investment firm, Scion Asset Management, purchased

You won't find too many technology stocks in Berkshire Hathaway's portfolio, but there are some heavy hitters. In fact, Buffett holds about 28% of Berkshire Hathaway's portfolio in just three artificial intelligence (AI) stocks.

Western Digital and Seagate were once sleepy cyclical stocks. But storage technology is now at the heart of the AI boom, and analysts see no signs of a slowdown ahead.

A sharp tech selloff wiped out over $500B as Palantir, Nvidia, and others tumbled. Valuation concerns grow with CAPE ratio nearing dot-com bubble highs.