Morningstar strategist turns bearish on Big Tech -- but reveals a few stocks he still likes

By CNBC | Sep 29, 2024 at 07:14 PM EST

Morningstar's top strategist, David Sekera, has an underweight position on tech stocks due to overvaluation concerns, avoiding Big Tech names like Apple, Oracle, and IBM. However, Sekera sees potential in Microsoft, with its strong performance in the cloud business.

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