CNBC Squawk Alley July 13, 2024
Well, tech is holding up well given it has high multiples coming into this part of the reason tech is the answer to some of the issues particularly working from home, things like krits tricks, zoom, microsoft, amazon, have outperformed it appears this is going to be somewhat of a permanent change theres a spike but even coming out they could benefit we would like to see more breadth within tech. Its been big and focused. Last week was interesting. As we started to get a rally in tech we got a sense for whats going to perform on the other side, services,semis, smaller cap names. We dont think w...