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Squawk on the Street
Computers Hacked at Treasury Department, Top Tech Picks for 2025 12/31/24
Dec 31, 2024
Dan Ives, a prominent analyst at Wedbush Securities, shares his insights on the tech industry's bullish future, particularly in AI. He discusses market dynamics as 2024 wraps up, forecasting both challenges and opportunities. Ives emphasizes strategic portfolio management and the rising significance of small-cap firms. The conversation also touches on cybersecurity threats affecting the Treasury and their implications. As the year ends, Ives reflects on consumer trends, especially among Gen Z, hinting at potential interest rate changes shaping the retail landscape.
42:24
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Quick takeaways
- Higher market volatility is expected in the upcoming year, but strong earnings growth across sectors offers investors a foundation for optimism.
- The advent of artificial intelligence is projected to drive a 25% growth in tech stocks, reshaping capital allocation towards AI-focused companies.
Deep dives
Navigating Market Volatility
Expectations for higher market volatility in the upcoming year have arisen following a mixed year for investors. Despite two recent spikes in volatility during 2024, experts emphasize that strong fundamental growth signals, such as anticipated earnings growth across various sectors, provide a foundation for optimism. Investors are advised to view significant market pullbacks as opportunities for strategic buying and to maintain diverse portfolios that can weather fluctuations. With the current market trading above historical averages in terms of price-to-earnings ratios, careful consideration is necessary to avoid over-exposure to potentially overpriced assets.
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