Viasat (VSAT): Navigating Revenue Challenges with Defense Sector Growth

Viasat (VSAT): Navigating Revenue Challenges with Defense Sector Growth

Morningstar's Dan Romanoff analyzed the tech sector, noting challenges and opportunities. Despite a recent slump, software and services companies are stable. Long-term trends like cloud computing and AI are expected to drive growth, with software stocks appearing more attractive compared to semiconductors.

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