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Tech Stocks Power Sizzling First Half as Reopening Trade Takes Backseat

  • Bets on A.I. and innovation help tech-focused funds lead the way in outperformance during the market's first half.
  • Despite economic uncertainty, investors continue to pour money into high-growth technology names with strong earnings potential like Nvidia and Salesforce.
  • While value and cyclical stocks show signs of life, investors still favor dominant tech platforms like Apple, Amazon and Alphabet.
  • Even as interest rates rise, demand for yield sends investors to dividend-paying tech stocks and ETFs.
  • Analysts upgrade price targets across Big Tech but warn regulatory risk still looms in the sector.
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