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Quarter-End Insights

Our Outlook for Tech & Communication Services Stocks

Greed trumps fear in several pockets of the tech sector, but buying opportunities can still be found.

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  • M&A takes center stage across the telecom space.
  • Looking for signs that the semiconductor market doesn't stall out midcycle.
  • Although we are positive on long-term fundamentals, Internet valuations already bake in optimistic growth and profitability.


Peter Wahlstrom has a position in the following securities mentioned above: AAPL, INTC, MSFT, CSCO. Find out about Morningstar’s editorial policies.