HomeIndustriesTechnologyQuality v. Growth: Tech Valuations Moderate as Staples Hold Defense
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Quality v. Growth: Tech Valuations Moderate as Staples Hold Defense

Quality v. Growth: Tech Valuations Moderate as Staples Hold Defense

Mike Horwath believes investors can buy the latest market dip. While he notes risk, Mike points to deflating P/E ratios in A.I. leaders like Nvidia (NVDA) and Broadcom (AVGO) as reason for nerves to settle. On the other hand, he says investors can still use consumer staple stocks to ensure portfolio security.

The Watch List

11 Mar 2025

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