Market Recoil Puts Tech Investors at a Fork in the Road

Published: Sept. 14, 2020, 2 p.m.

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Stock market recoil pulls the rug out from many tech investors. Leaving them wondering what\\u2019s next?\\xa0

The steepest drop in the stock market since June 11th flipped the narrative and sent investors scrambling. Tech got hammered after a 2-month run and people are asking questions. Is this a bubble popping or a healthy correction? Are we now going to see a rotation into traditional stocks like banks and certain cyclicals that have lagged behind the technology winners?

In this week\\u2019s Breaking Analysis we want to give you our perspective on what\\u2019s happening in the technology space and unpack what this sentiment flips means for the balance of 2020 and beyond. As always we\\u2019ll reference survey and model data from ETR to support our opinions.\\xa0

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