Tech Stocks Get Boost From Expectations of a More Accommodative Fed

U.S. technology stocks have lifted valuations as markets price in the possibility of a more accommodative Federal Reserve policy, according to strategists including BakerAvenue’s King Ip. Supportive monetary conditions such as potential rate cuts and easier credit can increase risk appetite and push investors toward growth oriented sectors like semiconductors and high beta tech names. Stronger earnings prospects and sustained demand for AI and cloud computing hardware are amplifying interest in tech stocks, while macroeconomic signals continue to shape rate expectations and equity positioning.