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Recent weakness in large-cap technology stocks has created a potential entry point for long-term investors. Shares of big tech companies have come under pressure amid escalating geopolitical tensions tied to the Iran war. Investors are increasingly assessing the broader implications of potential supply chain disruptions, rising energy costs, and the possibility of interest rate increases.
In addition to macroeconomic concerns, investor sentiment has been affected by scrutiny of elevated capital expenditure plans among large technology firms. Market participants are weighing the scale of these investments against the timeline and the certainty of future returns, which is contributing to downward pressure on valuations.
