Big Tech stocks like Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOG, GOOGL) have powered the markets for months. It made them more of a defensive play for many investors. But that view of tech may be starting to change. In the video above, Envestnet Solutions co-chief investment officer & group president Dana D’Auria explains what’s driving the shift. To watch more expert insights and analysis on the latest market action, check out more Catalysts here.Read More
Tech’s big shift: From defensive play to risk-on
