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Big technology earnings this week could offer a much-needed catalyst for a market under pressure. How the companies perform is a major test.

Each notched a return in the triple digits, and all still look promising heading into 2024.

This week's slate of tech earnings left little doubt that, as more Nvidia chips become available, there will be a place inside data centers for them to go.

We like owning companies that have already made a name in AI, whether by building new technologies or by providing the infrastructure to accelerate adoption.